True Root Financial is a registered investment advisor founded in 2020 and based in San Francisco, California. The firm primarily serves individuals and high-net-worth individuals by offering personalized investment management, ongoing financial planning, project-based financial planning, and hourly consulting services. True Root Financial tailors its investment strategies to each client's specific needs, utilizing various assets such as mutual funds, exchange-traded funds, and individual equities. The firm also provides access to model portfolios and tax-management tools through institutional platforms. True Root Financial does not require a minimum investment amount to open or maintain an account, though engagements generally involve specific up-front and ongoing fee structures.
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% |
Engagements include an up-front fee of $600 to $2,000 and a combined minimum annual fee of generally not less than $3,000. Standalone investment management is generally available for up to 1.5%. Altruist Model Marketplace and Tax Optimized Managed Accounts range from 0% to 1.00%.