True Wealth is a registered investment advisor based in Carroll, Iowa, offering financial planning, asset management, and educational workshops to individuals, high-net-worth clients, and small businesses. For investment management, True Wealth recommends and acts as a solicitor for a third-party money manager, Matson Money, which handles portfolio execution and discretionary asset management. True Wealth also provides comprehensive financial planning covering tax, insurance, retirement, and estate planning, delivered through consultations and written plans. In addition to advisory services, advisors at True Wealth may offer insurance products for commissions and maintain affiliations with local accounting and office management entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees range from 0.25% to 1.20% depending on account size and complexity, and are separate from third-party money manager fees.