Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
264 clients
Average Client Portfolio
$822K average
Assets Under Management
$217.1M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

The annual management fee for investment management services ranges up to 1.20% annually, assessed monthly in arrears based on the daily average balance value. Fees can be structured as a fixed flat percentage or a tiered fee schedule. The fee rate adjusts annually to inflation based on the Consumer Price Index. There is no specific account minimum.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

College Station, TX

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.