TruWealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, business entities, and pension/profit-sharing plans. Financial planning covers retirement, estate, business, insurance, cash flow, and investment planning. Investment management involves allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. TruWealth tailors its services to each client's needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M+ | 0.55% |
Fees are 'up to' the stated percentage. The firm also charges different fees for assets held with an outside custodian. This includes advice about variable annuities which is generally 0.50% per annum, billed quarterly. Also, the Firm advises on self-directed brokerage accounts for a fixed fee, typically be $500 to $1,000 per client, per year, charged in advance.