True Wealth Design charges fees for financial planning and asset management services. Financial planning fees range from $2,500 to $10,000 on a fixed-fee basis or $250 to $1,000 on an hourly basis. The annual fee for Investment Advisory Services (IAS) and Wealth Management Services varies from 0.25% up to 1.60% of assets under management. A minimum annual fee of $1,800 ($450 per quarter) applies to IAS, and $5,000 ($1,250 per quarter) for Wealth Management Services. A higher minimum fee of $15,000 ($3,750 per quarter) may be imposed for True Wealth Private Client service level.