True Financial Group offers a wide range of investment advisory services, including wrap portfolio management, comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting for employers. True Financial Group focuses on tailoring investment strategies to meet each client's specific goals, risk tolerance, and time horizon. The firm uses various analytical methods, such as fundamental analysis and exchange-traded fund and mutual fund analysis, along with asset allocation and proprietary model portfolios ranging from conservative to ultra-aggressive. In addition to personal wealth management, True Financial Group assists employer-sponsored retirement plans with investment options, asset allocation, and ongoing monitoring.
Fee Structure
True Financial Group offers wrap portfolio management and comprehensive portfolio management services. Specific investment management fee schedules and percentages are detailed in a separate wrap fee program brochure.