Tru Independence Asset Management 2, LLC
Assets Under Management
$217.1M
Number of Clients
264
Number of Advisors
5
Average Client AUM
$822K
AUM per Advisor
$43.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rely Wealth Partners provides continuous investment supervisory services. They work with clients to select investments based on their objectives, utilizing various investment types. Financial planning may be provided as part of investment management services. The annual fee ranges up to 1.20% annually.
Fee Structure
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
Location
15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224