True Blue Financial provides financial planning and portfolio management services. Financial planning covers various aspects of managing finances, with written plans tailored to individual goals. Portfolio management is primarily discretionary, with True Blue Financial having the authority to make investment decisions. They may recommend third-party investment managers or programs, particularly through LPL Financial. Clients are not obligated to act on recommendations or implement plans through True Blue Financial.
Assets Under Management$190M
Clients734
Advisors4
Avg. per Client$260K
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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