Truell Financial provides investment advice and financial planning services. The firm creates investment portfolios using stocks, bonds, exchange traded funds, and mutual funds. Financial planning services include preparing a financial plan or consultation based on the client's goals. Truell Financial acts as a fiduciary, meaning it's legally required to act in your best interest.
Assets Under Management$1.7M
Clients2
Advisors1
Avg. per Client$850K
Avg. per Advisor$1.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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