Truenorth Wealth
Assets Under Management
$1.1B
Number of Clients
946
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$153.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Association Financial Services provides financial planning and investment counseling to individuals, corporations, small businesses, 401(k)s, pensions, profit-sharing plans, estates, trusts, and institutional clients. They sponsor a wrap fee program where clients pay a single fee for investment advisory services and associated custodial transaction costs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are concierge for accounts over $10,000,000.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). The firm requires a minimum account balance of $500,000. Comprehensive financial planning services are included. Consultant services are available at $300 per hour. Fees are negotiable and are billed monthly in arrears based on the value of the account on the last day of the month. Discounted fee schedules may be offered at the firm's discretion.
Areas of Practice
Location
1935 Vine Street, Suite 120, Salt Lake City, UT, 84121