TrueNorth Wealth & Impact offers personalized investment management and financial planning services to individuals, high net worth individuals, retirement plans, trusts, estates, and businesses. The firm builds customized investment portfolios using a mix of individual stocks and bonds, exchange-traded funds, mutual funds, and third-party managers, while utilizing a combination of active and passive strategies. In addition to portfolio management, TrueNorth Wealth & Impact provides comprehensive financial planning covering cash flow analysis, retirement planning, tax planning, estate planning, risk management, charitable giving, and business planning. The firm also offers advisory and consulting services for retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may be based on cumulative household assets and are negotiable at the firm's sole discretion.