True Blue Financial, LLC
Assets Under Management
$165.5M
Number of Clients
726
Number of Advisors
4
Average Client AUM
$228K
AUM per Advisor
$41.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
True Blue Financial is a registered investment adviser offering financial planning and discretionary portfolio management services. They may recommend third-party investment managers and programs. Associated persons are also registered representatives of LPL Financial.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances, among others.
Fee Estimator
True Blue Financial charges an hourly fee of $200 or a fixed fee up to $5,000 for financial planning and consulting. Portfolio management fees are based on a percentage of assets under management, billed quarterly in advance. Fees are negotiable. The firm may recommend third-party managers/programs, resulting in additional fees, but the total combined fee will not exceed 2.00% of client assets under management. Clients are informed that a combined fee of over 2.00% of assets under management exceeds industry norms, and similar advisory services may be available for less elsewhere.
Areas of Practice
Location
7889 Red Arrow Highway, Stevensville, MI, 49127