Richard Lee is a registered investment advisor at Truenorth Wealth, based in Boise, ID, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 975 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are negotiable. The above fee schedule represents the highest fee charged by the Firm at each asset level. For various reasons, the Firm offers clients a discounted fee schedule at its discretion.
Fee Estimator
Location
305 West Jefferson, Boise, ID, 83702
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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
Truenorth Wealth
State Registrations2 states
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