True North Advisors, LLC
Assets Under Management
$4.5B
Number of Clients
921
Number of Advisors
30
Average Client AUM
$4.9M
AUM per Advisor
$149.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
True North Advisors provides comprehensive financial solutions, including financial planning and investment management. Services include retirement, education, estate, and tax planning, budgetary assistance, and business consulting. They utilize various investment strategies, including alternative investments, and collaborate with other advisors to provide holistic wealth management.
Fee Structure
True North charges an advisory fee ranging from 0.25% to 1.50% of assets under management, which may vary from client to client. Clients may also pay manager fees for separately managed accounts, clearing fees, and fund expenses. Consulting services beyond the scope of investment management may incur additional negotiable fees.
Areas of Practice
Location
3131 Turtle Creek, Suite 1300, Dallas, TX, 75219