True Riches Financial Planning (TRFP) offers ongoing financial planning and investment management, serving as a personal CFO for clients. TRFP helps clients establish financial goals, analyze their financial situation, and create a detailed financial plan. TRFP also offers investment management services, managing client funds based on their individual needs and objectives. Clients can also engage TRFP solely for investment management services. TRFP may recommend third-party investment managers.
Assets Under Management$4.6M
Clients7
Advisors1
Avg. per Client$660K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Subject to $5,000 per year minimum and $25,000 per year maximum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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