Assets Under Management
$165.5M
Number of Clients
726
Number of Advisors
4
Average Client AUM
$228K
AUM per Advisor
$41.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
True Blue Financial is a registered investment adviser offering financial planning and discretionary portfolio management services. They may recommend third-party investment managers and programs. Associated persons are also registered representatives of LPL Financial.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of your financial circumstances.
7889 Red Arrow Highway, Stevensville, MI, 49127