True Wealth Group offers investment management, financial planning, consulting, and retirement advisory services. Financial planning is generally complimentary for investment management clients, but stand-alone planning is available for an hourly fee. True Wealth Group acts as a fiduciary, prioritizing client interests. Portfolios are customized based on client objectives and risk tolerance, using diversified mutual funds and exchange-traded funds.
Assets Under Management$110M
Clients153
Advisors2
Avg. per Client$710K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee. Less active accounts may receive more favorable pricing. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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