True Square Financial provides personalized investment management and comprehensive financial planning for individuals, high-net-worth families, businesses, and charitable organizations. True Square Financial builds individually tailored portfolios using passive investment management and fundamental analysis. For financial planning, True Square Financial offers holistic guidance covering retirement, cash flow, debt management, employee benefits, college savings, estate planning, risk management, tax planning, and business planning. True Square Financial also provides limited financial planning, tax preparation services, and retirement plan consulting for business owners. True Square Financial operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
True Square Financial charges a flat monthly fee for investment management, ranging from $125 to $5,000 per month based on the complexity of your situation. Fees are negotiated and paid monthly or quarterly in advance.
