True Wealth Design provides wealth management services, integrating retirement, tax, and investment management for individuals, families, and businesses. They also have a subsidiary, TW Accounting & Tax Advisors, LLC, for tax and accounting services. True Wealth Design offers financial planning, investment advisory services, and wealth management services (combining financial planning and investment management). They also offer retirement plan consulting services.
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.