Focus on Wealth Accumulation
Many of Truepoint’s clients have already accumulated significant assets and are planning for distribution. Conversely, RhineVest’s planning focus is often on the accumulation phase, including budgeting and building an investment portfolio.
While the assets of Truepoint clients are held with traditional providers like Fidelity, Schwab and TD Ameritrade, RhineVest client assets are custodied with Betterment, providing access to an industry-leading digital platform that is powerful and user-friendly.
A Cost-Effective Solution
While Truepoint’s services may not be cost-effective for portfolios below $1 million, RhineVest is built to serve clients of any asset level for a reasonable fee. The RhineVest fee is simply 0.80% annually on investable assets plus $65 per month.