Investment Management
An investment plan is created during the True Wealth Planning process to map out an investment strategy that helps you meet your long and short term goals, such as retirement, buying a house, or starting a business. When you partner with us to implement your investment plan, you can expect us to continually:
Evaluate risk tolerance
Analyze best investments options given funding goals, values and time horizon
Test asset allocation against historical market conditions
Evaluate costs, tax efficiency, and income potential of investment options
We partner with Altruist as our custodian, and you can learn more about them here.
Our fees
Fees for Investment Management clients are based on a percentage of the Client’s Household Account Value according to the fee schedule below:
Fees are calculated based on the previous quarter ending balance for those assets that have a readily ascertainable market value as valued by the custodian. The fee will be billed quarterly in advance.