Independent. Transparent. Fiduciary.
For every engagement with Truepoint, you can expect personal service, a long-term perspective, integrated planning and a disciplined investment process. We spend a significant time up front going through a process of identifying what matters most to you and how that leads to your vision of an ideal future.
Depth of service builds with portfolio size:
RhineVest
Delivers fee-only, fiduciary advice to all investors
- Investment portfolio design, tax-efficient management, and reporting
- Baseline financial planning projections and scenario analysis
- No portfolio minimum
True Wealth Management
Offers every aspect of wealth management, including tax preparation and estate planning
- Comprehensive financial planning strategy
- Budgeting and cash flow planning
- Coordinated personal action plan
- Estate planning strategy and document review
- Insurance needs analysis and policy review
- Strategic income tax planning and return preparation
- Suggested portfolio: $3 million
Family Office
Provides tailored solutions to multi generational families
- Generational planning and family governance
- External account aggregation
- Trust administration
- Bill paying, expense management and reporting
- Suggested portfolio: $20 million
Truepoint Advisory Fee | First $5,000,000 | |
| Next $5,000,000 | ||
| Above $10,000,000 |
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.