TruMix Advisors manages investment portfolios and offers financial planning services. For investment management, TruMix creates personalized investment plans based on your goals and risk tolerance. They also offer ongoing financial planning for an annual fee, covering areas like retirement, taxes, and estate planning. TruMix can also provide project-based financial planning for specific needs. They manage accounts on a discretionary basis.
Fee Structure
TruMix Advisors offers investment management services. The fee for this service is an ongoing monthly fee, starting at $600 per month, based on the complexity and needs of the client. The fee may be negotiable. For clients utilizing investment management services, ongoing comprehensive financial planning is included at no additional charge.