Independent. Transparent. Fiduciary.
For every engagement with Truepoint, you can expect personal service, a long-term perspective, integrated planning and a disciplined investment process.
Depth of service builds with portfolio size:
Foundational Wealth Management
Minimum portfolio of $1,000,000
True Wealth Management
Minimum portfolio of $3,000,000
Minimum portfolio of $20,000,000
Truepoint Advisory Fee
For fee-only, fiduciary advice regardless of asset size, learn more about RhineVest Advisors. A wholly-owned subsidiary of Truepoint, RhineVest marries a robust digital platform with ongoing, personal guidance from a CERTIFIED FINANCIAL PLANNER™ professional.
Truepoint Institutional Advisors
Truepoint also offers institutional services for retirement plans, foundations and endowments with the same fee-only and evidence-based investment approach we offer individuals and families. Learn more about Truepoint Institutional Advisors.