True Root Financial provides investment advice and financial planning services to individuals and high-net worth individuals. Investment recommendations are tailored to each client's needs. Services include investment management, tax planning, retirement planning, estate planning, and education planning. True Root Financial participates in the Altruist Model Marketplace.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
The fee for on-going planning and asset management services includes a negotiated up-front fee of $600 to $2,000, which may be above or below this range depending on the scope and complexity as well as the amount of time and expertise required. The up-front fee is followed by a tiered fee schedule with a minimum annual combined fee that is generally not less than $3,000. Altruist Model Marketplace: 0% to 1.00%. Altruist Tax Optimized Managed Accounts: 0% to 1.00%.