True North Wealth Management provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. TNWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients with over $500,000 in assets under management may receive complimentary financial planning and annual tax preparation through an affiliate.
Assets Under Management$840K
Clients4
Advisors1
Avg. per Client$210K
Avg. per Advisor$840K
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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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