True North Financial Services (TNFS) manages investment portfolios based on clients' individual needs and goals. TNFS also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. TNFS also offers ongoing financial planning for a monthly fee and project-based financial planning for a flat fee.
Assets Under Management$21M
Clients24
Advisors1
Avg. per Client$860K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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