Three Cord True Wealth Management (3CTWM) offers financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans, and businesses. 3CTWM provides investment management services, including a wrap fee program. They also assist retirement plans with consulting and advisory services. 3CTWM can recommend insurance and variable annuity products as part of a client's financial plan.
Fee Structure
Three Cord True Wealth Management (3CTWM) offers investment management through its 3CTWM II wrap fee program. Fees for this program range from 0.7% to 1.3% annually, based on the value of your account. For Manager Access Select clients, the fees include an LPL program fee of up to 0.35% and an advisor fee of up to 2.50%. 3CTWM has the authority to negotiate fees.