TruNorth Advisors offers customized portfolio management and personal financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm designs long-term investment strategies using modern portfolio theory, building diversified portfolios with mutual funds, exchange-traded funds, individual equities, bonds, and annuities. In addition to managing investments, TruNorth Advisors provides financial planning covering retirement, education, estate, cash flow, taxes, and insurance. The firm also offers educational workshops on retirement planning. Clients can place reasonable restrictions on how their accounts are managed. TruNorth Advisors operates on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for every transaction. Some team members are also licensed insurance agents and may sell insurance products for a separate commission, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Annual fee ranges up to 1.40% and is negotiable based on account size, relationship nature, complexity, time commitments, and travel requirements.