Truman Wealth Advisors offers investment management, financial planning, and consulting services. They manage portfolios for individuals, high-net-worth individuals, families, retirement plans, corporations, and charitable foundations. Truman Wealth primarily invests in mutual funds, exchange-traded funds, US Government Treasuries, and municipal bonds. They may also recommend alternative assets and socially responsible investing options. Clients can impose reasonable restrictions on investments.
Fee Structure
Truman Wealth Advisors charges an annual fee based on the value of your portfolio. The maximum annual advisory fee is 2.0%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived or adjusted for any client. The investment advisory fees will be deducted from your account by the custodian.
