True Wealth Design, LLC
Assets Under Management
$424.8M
Number of Clients
378
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$70.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
True Wealth Design, LLC offers wealth management services with a focus on integrating retirement planning, tax planning, and investment management. Services include financial planning, investment advisory, and wealth management. They also provide retirement plan consulting services. TW Accounting & Tax Advisors, LLC is a wholly-owned subsidiary providing tax and accounting services.
Fee Structure
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.
Areas of Practice
Location
700 Ghent Road, Suite 100, Akron, OH, 44333