True Measure Wealth Management offers personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm provides advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. True Measure Wealth Management supervises and directs investments on a discretionary basis, unless the client requests otherwise.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees charged may be negotiated. Such fees may differ based upon a number of factors, including, but not limited to, the type of account, the size of the account, and the number and range of supplemental advisory and client-related services to be provided by True Measure Wealth Management to the client. All accounts owned by the client and managed by True Measure Wealth Management will be aggregated to determine a discount, if any, to be applied to the management fee.