Truepath Financial is a fee-only practice and therefore is compensated solely from fees paid by clients - the firm receives no commissions or other compensation from any sources. Our fee-only compensation structure ensures that our clients receive unbiased, commission-free recommendations based expressly upon their needs and objectives.

Truepath’s union of investment management with fundamental financial guidance provides a cost-effective solution for both emerging accumulators focused on building wealth and retirees focused on maximizing the efficiency of assets in retirement. Included among the services within Truepath’s Financial Advisory offering are:

Truepath Financial's services begin with an initial planning phase that involves collecting and reviewing detailed client information, including personal preferences and objectives, in order to develop an Investment Policy Statement (IPS). The IPS outlines the client's asset allocation, the recommended mix of underlying investment vehicles and guidelines for deployment, benchmarking, trading and rebalancing. In addition to tailoring the portfolio to the client's risk parameters and return objective, other considerations may include cash flow needs, tax implications and integration with other investments or assets.

It is our duty to help provide stability and confidence for our clients in planning their financial future. Therefore, Truepath provides financial guidance in support of the choices clients face and questions that arise in their life. Clients consult with Truepath regarding life changes they encounter, in their careers and in their retirement, providing assurance that there is an advisor to consult in times of question.

Retainer fees for Truepath Financial clients are assessed on a quarterly basis in accordance with the fee schedule below. The development of a standard IPS is included at no additional charge. Development of an expanded IPS is optional for a fee of $1,500.

In recognition of the Client's one-year anniversary with Truepath Financial, the firm will begin absorbing all advisor-directed portfolio transaction costs.  

For clients who require additional services beyond Truepath Financial's offering, the wealth management services of Truepoint Capital may be more appropriate. To learn more about Truepoint Capital's service offering click here.

Truepath Financial services are recommended for clients with portfolio values in excess of $500,000.  Portfolio values below $500,000. are subject to Truepath Financial's current minimum fee.  This may result in an annual rate in excess of 0.70%.