Investment Management Service
Investment Management Service (IMS)
When you’re working toward your life goals, investing shouldn’t be simply put on auto-pilot or outsourced to a third party. That’s why at TrustTree Financial, your investments are managed in-house by experienced professionals. There’s no outsourcing or delegating this critical function to less experienced staff. Instead of being put into a one-size-fits-all portfolio, we customize your portfolio to your specific needs. From there, investments are monitored and changed when necessary. We’ll keep you updated through phone calls and meetings and provide ongoing performance reports so you always know how your investments are performing.Our Fee Schedule:
We believe in full transparency, so you won’t have to deal with the ‘hidden costs’ that are so frequently part of financial advisor relationships. Instead, you’ll always know exactly how much you’ll be charged.
Click here to view our fee schedule
Ready for a no-obligation call to see if we can help?
Schedule an intro call | Other ways to contact us
Schedule an intro call | Other ways to contact us
What's included?
- Ongoing personalized, in-house investment management
- Unlimited support: we're easy to reach by phone, email, or text
- Incorporation of strategies/products that help minimize portfolio volatility
- Hedging strategies as-needed
- Tax-harvesting as-needed
- Quality performance reporting
- Automatic portfolio re-balancing (if desired)
- In-depth semi-annual reviews, quarterly phone calls and newsletters
- Access to online planning tools
- Insurance and banking solutions available
Full-Service Financial Planning
Full-service financial planning
You want a financial plan that changes your life, not one that collects dust on a shelf. At TrustTree Financial, you’ll get action-oriented planning from a CERTIFIED FINANCIAL PLANNER™ professional. We’ll help you get clear on what you really want, then develop a roadmap for you to get there. Our planning covers every area of your life, so you’ll feel fully organized. Everything we do helps you get closer to financial independence.Flat-fee, no surprise pricing:
Planning can be included with our Total Package, or you may add it separately. If separate, we provide you with a no-surprises price schedule. The hourly cost is $250/hour (minimum 3 hours) and flat-fee plans start at $750+. We can also offer ongoing monthly planning that starts at $60/month.Get your complimentary financial planning tool
What’s included?
- Goal planning, tracking, and “what if” scenarios
- In-depth analysis of the following topics:
- Education planning
- Major purchase planning
- Debt management
- Employee benefits
- Tax planning
- Retirement planning
- Insurance analysis (auto, life, home, etc.)
- Advanced planning (estate, gifting, legacy planning, etc.)
- Budgeting processes to help identify gaps and cash surplus
- Coordination with outside professionals (attorneys, accountants, etc.)
- Ongoing plan maintenance and online tools/reporting to track your progress.
- Net worth progress reports
- Access to advanced planning tools online
- In depth annual reviews and quarterly check-ins
The Total Package
The Total Package
If you’re serious about achieving financial freedom, you’ll benefit from our total package. This includes full-service investment management and financial planning. You’ll get personalized investment management and comprehensive financial planning from an experienced CERTIFIED FINANCIAL PLANNER™ professional. The end result? More peace of mind and confidence that you’re on track toward what you want most in life.Our Transparent Fee Schedule:
We provide the Total Package for one simple, transparent fee. Alternatively, you can purchase Investment Management and Financial Planning separately. It’s always your choice and we’ll always provide a full description of what you can expect to pay before we start working together.
Click here to view our fee schedule
What’s included?
Everything listed in the above two packages.
- Ongoing personalized, in-house investment management
- Unlimited support: we're super easy to reach
- Insurance and banking solutions available
- Incorporation of strategies/products that help minimize portfolio volatility
- Hedging strategies as-needed
- Tax-harvesting as-needed
- Quality Performance reporting
- Automatic portfolio re-balancing (if desired)
- In-depth semi-annual reviews, quarterly phone calls and newsletters
- Access to advanced online planning tools
- Quarterly touch base calls
- Quarterly e-newsletters
- Budgeting processes to help identify gaps and cash surplus
- Goal planning, tracking, and “what if” scenarios
- In-depth analysis of the following topics:
- Education planning
- Major purchase planning
- Debt management
- Employee benefits
- Tax planning
- Retirement planning
- Insurance analysis (auto, life, home, etc.)
- Advanced planning (estate, gifting, legacy planning, etc.)
- Coordination with outside professionals (attorneys, accountants, etc.)
- Ongoing plan maintenance and online tools/reporting to track your progress.
- Net worth progress reports
TrustTree Financial fee schedule
Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:
Please note that cost of trades is included in the above schedule, not a separate cost. Our minimum account asset size is $100,000. At our discretion, we may raise the minimum account size or conversely accept amounts under $100,000. The above fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The advisory fee is a flat percentage and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart. For more details on the fees – feel free to access our ADV here.