True Wealth & Company is a small investment advisory firm based out of Overland Park, KS, with one office. With a team of eight dedicated professionals, including four investment advisors, they provide comprehensive financial services to their clients. With an average of approximately $33,950,000 in assets under management per investment advisor, True Wealth & Company boasts an impressive track record.
Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. True Wealth & Company...
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Assets Under Mgmt
$126.5M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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