TRUE WEALTH DESIGN, LLC
Akron, Ohio
5.0
1 Review
True Wealth Design, LLC, a well-established local investment advisory firm with eight offices in Akron, OH, is dedicated to providing comprehensive financial services to their clients. With over 270 individual clients and managing assets totaling over $431,088,000, they have earned a strong reputation in the industry. True Wealth Design, LLC goes beyond investment advisory services and also serves as an insurance broker or agent, as well as an accountant or accounting firm. While less than 30% of their assets under management come from 401K and individual accounts, they possess the capability to effectively manage employer funds....
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Assets Under Mgmt

$431.09M

Investment Professionals

6

Locations

7

% 401K & Individual

26%

% Discretionary

100%
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
Pension consulting services
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Accountant or accounting firm
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.