True Wealth Design, LLC

True Wealth Design, LLC was established in February 2007 in Ohio, offering wealth management services focusing on retirement planning, tax planning, and investment management for individuals, families, and businesses. The firm also owns TW Accounting & Tax Advisors, LLC, providing tax and accounting services. True Wealth Design acts as a fiduciary, putting clients' best interests first. They offer financial planning services on a fixed-fee or hourly basis, with fees ranging from $2,500 to $10,000. For investment advisory services, fees vary from 0.25% to 1.60% of assets under management, with a minimum annual fee of $1,800. True Wealth provides Wealth Management Services, bundling investment advisory and financial planning services. They offer two service levels: True Wealth Planning for clients with up to $1.5 million in assets, and True Wealth Private Client for clients with $1.5 million or more in assets. The firm uses various investment strategies, including asset allocation, asset class diversification, and tax-smart strategies. True Wealth does not accept performance-based fees and provides services to individuals, businesses, trusts, and charitable organizations. The firm does not have any reportable disciplinary events and does not vote client proxies. Clients are encouraged to review financial planning issues annually. True Wealth does not vote client proxies and does not have custody of client funds. The firm has no financial conditions impairing its ability to meet contractual commitments.