Tru Independence Asset Management, LLC
Assets Under Management
$575.3M
Number of Clients
1,261
Number of Advisors
9
Average Client AUM
$456K
AUM per Advisor
$63.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MartinWright Advisory provides investment management, financial planning, and consulting services to individuals, families, and institutions. They offer continuous investment supervisory services on a discretionary and non-discretionary basis. The firm utilizes various investment types, including equities, fixed income, alternatives, and mutual funds, based on client needs and goals.
Fee Structure
MartinWright Advisory's annual management fee ranges up to 1% annually, assessed monthly in arrears based on the previous month's value. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered schedule. Financial planning and consulting services are also offered, with fees stipulated in the Investment Advisory Agreement, potentially including a minimum annual fee. Clients may incur additional charges from third parties like broker-dealers and custodians.
Areas of Practice
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224