Tru Independence Asset Management, LLC

Assets Under Management

$575.3M

Number of Clients

1,261

Number of Advisors

9

Average Client AUM

$456K

AUM per Advisor

$63.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, and other clients. They utilize various investment types based on client needs and goals. Financial planning may be provided as part of investment management services.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
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Location

15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224

9 Advisors at this firm