TRUE WEALTH & COMPANY
Overland Park, Kansas
5.0
12 Reviews
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

45%

% Discretionary

97%
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
Publication of periodicals or newsletters
Educational seminars/workshops
Other: QUALIFIED PLAN CONSULTING
Other Business Activities
Insurance broker or agent
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