True Financial provides investment advice and financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. True Financial offers portfolio management based on individual client goals and risk tolerance. They also offer pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. True Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$12M
Clients21
Advisors1
Avg. per Client$560K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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