TRUE Private Wealth Advisors (TPWA) provides investment management and financial planning services. TPWA offers discretionary managed accounts based on model portfolios. They also offer financial planning services covering areas like retirement, estate planning, and insurance needs. TPWA works with individuals, pension plans, trusts, and businesses.
Assets Under Management$1.3B
Clients1,490
Advisors12
Avg. per Client$850K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
TPWA offers a managed account solution where they make investment decisions for you. The annual advisory fee will not exceed 2.25% of your portfolio's value, charged quarterly in advance. There is also a platform fee that will not exceed 0.25% annually, also charged quarterly in advance. TPWA's representatives have the option to offer a flat fee rate for smaller accounts.
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