True Worth Financial Planning provides financial planning services covering retirement, risk management, college savings, and more. They also offer investment management services using third-party managers, assisting clients in selecting appropriate allocation models and reviewing the managers. They also offer ongoing financial planning for a monthly fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
The annual fee is negotiable. When calculating assets under management for fee purposes, certificates of deposit (CDs) are included when the total value of the client's accounts is less than $1,000,000. For clients whose total account value equals or exceeds $1,000,000, these CD assets will be excluded from the assets under management calculation and no advisory fees will be charged on such CD positions.