TruthPoint Financial offers investment advisory and retirement plan consulting services to employer-sponsored retirement plans. Services include discretionary and non-discretionary investment management, investment policy statement creation, mutual fund selection, and participant investment advice. TruthPoint Financial also provides administrative and service provider support, investment monitoring, and participant services.
Assets Under Management$14M
Clients14
Advisors1
Avg. per Client$990K
Avg. per Advisor$14M
www.truthpointfinancial.com ·www.linkedin.com/company/truthpoint-financial ·www.facebook.com/truthpointfinancial
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
TruthPoint Financial's fees are based on a percentage of plan assets and vary depending on the services provided. The maximum advisory fee is 1.00% annually. In certain circumstances, a minimum annual fee of $500 will apply, but will not exceed 3% of the plan's account value.
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