TruFP offers investment advice tailored to clients' needs, including asset allocation strategies for investments like stocks, bonds, and annuities. They also provide financial planning consulting services, such as risk assessment, estate planning, and financial organization. TruFP offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$420M
Clients820
Advisors4
Avg. per Client$510K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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