Troutman Wealth Management offers both discretionary and non-discretionary wealth management services. They work with clients to identify investment goals and risk tolerance, then create a diversified portfolio of mutual funds and exchange-traded funds. They also use tools like budgetary analysis and cash flow planning to understand a client's financial picture. Troutman Wealth Management contracts with DPL Financial Partners, LLC to provide access to commission-free insurance products.
Fee Structure
Troutman Wealth Management charges a fee based on the amount of assets in your account, the complexity of your financial plan, and the advisory services needed. This fee ranges from 0.5% to 1.0%. The specific fee will be determined at the time of the advisory agreement. These fees are separate from the expenses charged by the investment companies whose products are used in your portfolio.