TrueWealth Advisors offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management services, and may use model portfolios. Clients may receive complimentary financial planning. They also offer financial planning and consulting services covering areas like retirement, education, and estate planning. TrueWealth may recommend third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
For portfolio management services using model portfolios on the Orion Communities platform, you will pay our standard portfolio management fee and will also pay a subscription fee of up to 0.70% depending on the model portfolio we select for your account. Your total advisory fee will not exceed 2% annually. Our advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.