True Equity Wealth Management offers customized investment management and personalized financial planning services for individuals, high-net-worth clients, and families. Founded in 2021 and based in Nashville, Tennessee, True Equity Wealth Management builds tailored investment portfolios using passive and active strategies based on each client's specific risk tolerance, goals, and tax considerations. In addition to managing direct portfolios, True Equity Wealth Management monitors and provides recommendations for held-away accounts like retirement plans and college savings accounts. The firm also provides comprehensive financial planning covering retirement, business consulting, cash flow, college funding, employee benefits, estate planning, insurance, risk management, and tax strategies. True Equity Wealth Management operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6.0M - $7.0M | 0.30% |
| $7M+ | 0.25% |
Fees are calculated as a blended rate and are negotiable.
