True Abundance Advisors (TAA) offers financial planning and investment advice to individuals and families. TAA helps clients coordinate their financial lives with their life goals, offering services to meet risk management, retirement planning, education, and estate planning funding needs. TAA provides comprehensive financial planning and investment management services for a fixed annual fee.
Assets Under Management$26M
Clients29
Advisors1
Avg. per Client$910K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fee schedule is negotiable based on client needs and complexity of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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