True Blue Financial provides personalized investment management and financial planning services for individuals, families, and businesses. True Blue Financial creates custom investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and third-party managers, typically managing accounts with discretion. In addition to portfolio management, True Blue Financial offers structured financial planning, covering retirement, investments, and other financial goals. True Blue Financial also provides access to specialized asset allocation programs through LPL Financial. The team holds professional credentials including Certified Financial Planner professionals and Certified Public Accountants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable based on asset amount, range of investments, and complexity. Cash positions are included in asset calculations. Other programs available through third parties such as LPL Financial.