Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances, among others.
Fee Estimator
True Blue Financial charges an hourly fee of $200 or a fixed fee up to $5,000 for financial planning and consulting. Portfolio management fees are based on a percentage of assets under management, billed quarterly in advance. Fees are negotiable. The firm may recommend third-party managers/programs, resulting in additional fees, but the total combined fee will not exceed 2.00% of client assets under management. Clients are informed that a combined fee of over 2.00% of assets under management exceeds industry norms, and similar advisory services may be available for less elsewhere.
Areas of Practice
Advisor Information
Office location
7889 Red Arrow Highway, Stevensville, MI, 49127
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a notary, provides administrative support to True Blue Financial (spending nearly full-time hours), and is a Certified Public Accountant doing tax preparation and planning for True Blue Tax (spending about 35-50 hours per month). True Blue Financial is also a DBA for Richard's LPL business.