TrueWealth Financial Partners takes a family-first approach rooted in transparency and trust. They provide tailored guidance based on client goals, needs, risk tolerance, and values. Services include retirement planning, portfolio construction, and risk management. Accounts are managed on a discretionary or non-discretionary basis. They also offer a wrap fee program.
Assets Under Management$220M
Clients148
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
TrueWealth Financial Partners charges a percentage of your portfolio each year. The exact percentage will not exceed 2.00% of the value of your portfolio, unless the scope, complexity, amount of time or expertise required warrant a higher fee. Fees are paid quarterly in advance.
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