TrueFocus Financial Partners (TFFP) offers wealth management services, including investment management and financial planning. TFFP provides continuous investment advice based on individual client needs, developing investment plans with asset allocation targets and managing portfolios accordingly. Financial planning is offered at no additional fee with investment management. TFFP also offers project-based financial planning for clients who do not receive investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.25% |
The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. Minimum portfolio size requirement is $1,000,000 to open or maintain a relationship under our management. Our minimum annual fee for our Wealth Management Service is $10,000. TFFP may reduce or waive the minimum account size requirement and account fee minimum on a case-by-case basis.
