TruNorth Financial offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. TruNorth Financial also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. TruNorth Financial primarily recommends exchange traded funds.
Assets Under Management$39M
Clients123
Advisors1
Avg. per Client$320K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.30% |
| $500K - $800K | 1.30% |
| $800K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.89% |
| $4.0M - $5.0M | 0.79% |
| $5.0M - $7.0M | 0.69% |
| $7M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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