Amanda Totten is a CFP-designated registered investment advisor at True Wealth Design, LLC, based in Akron, OH, with 6 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 378 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
True Wealth Design offers investment management as part of its Investment Advisory Services (IAS) and Wealth Management Services. The annual fee ranges from 0.25% to 1.60% of the assets managed. Fees are paid quarterly, in advance, based on the portfolio value at the end of the previous quarter. There is a minimum annual fee of $1,800 ($450 per quarter) for IAS and $5,000 ($1,250 per quarter) for Wealth Management Services. For clients desiring the True Wealth Private Client service level, a higher minimum fee of $15,000 ($3,750 per quarter) may be imposed.
Location
700 Ghent Road, Suite 100, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
True Wealth Design, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
AXA Advisors, LLCBroker
Gwfs Equities, INC.Broker
State Registrations1 state
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