How does the advisor help clients – Key Takeaways:
True Measure Wealth Management offers comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experienced advisors utilizes a holistic approach, combining their expertise with cutting-edge technology to provide personalized solutions for each client.
Facts and Insights
Founded in 2003, True Measure Wealth Management has over 18 years of experience in the financial industry. As of 2021, they have $500 million in assets under management and a team of 12 advisors, making them a reputable and established wealth management firm.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 18+ years |
Financial Services Offered
True Measure Wealth Management offers a wide range of financial services to address all aspects of their clients’ financial lives. This includes investment management, retirement planning, tax planning, estate planning, education planning, and insurance solutions.
Client Types
True Measure Wealth Management caters to a diverse range of clients, including high net worth individuals, families, and small business owners. They tailor their services to meet the unique needs and goals of each client, ensuring a personalized approach to wealth management.
Fees & Compensation
True Measure Wealth Management operates on a fee-based compensation structure, meaning they charge a percentage of the assets under management as their fee. This ensures that their advisors’ interests are aligned with the clients’ and motivates them to work towards maximizing their clients’ investment returns.
Background
The team at True Measure Wealth Management is comprised of seasoned financial professionals who have years of experience in the industry. They prioritize building long-term relationships with their clients and are committed to providing unbiased, objective advice to help clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, True Measure Wealth Management is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This ensures that clients can trust the advice and recommendations provided by their advisors and minimize potential conflicts of interest.