Current Prices
True Wealth Retiring
$4,800 Annually
Rather than arbitrarily deriving our compensation from the value of an investor’s portfolio (ie 1%), we have built a retainer fee structure around the services that we provide. The size of your investment accounts is a poor gauge of the complexity of your financial life and therefore a poor gauge of the amount of time and resources necessary to provide you proper planning and advice
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We firmly believe that a flat annual retainer fee is a more appropriate compensation method for a Registered Investment Advisor than the traditional percentage of assets under management. Our services do not vary appreciably between clients with larger or smaller portfolios, so our fee structure reflects this.
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Your financial investment can be deducted through accounts we manage, or a monthly auto-draft from your bank account.
True Wealth Assessment
$197
Your financial investment is paid directly from personal accounts (checking or savings) via a one-time payment.
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Learn More About a True Wealth Assessment.
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