Taylor & Morgan Asset Management, LLC

TrueVine Family Wealth, LLC is a Limited Liability Company established in March 2024 by Aaron Michael Pierce. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. TrueVine offers services such as investment strategy, asset allocation, and regular portfolio monitoring. Clients grant discretionary authority to TrueVine for selecting securities and executing transactions without prior approval. The firm operates as a fiduciary, prioritizing clients' interests and avoiding practices that could disadvantage any client. TrueVine may engage third-party advisers for managing client assets, conducting due diligence before selection. The fee structure includes asset-based annual fees ranging from 1.00% to 0.25%, with negotiable terms memorialized in the client's advisory agreement. Financial planning and family office services are available for fixed or hourly fees. Clients have the option to terminate agreements within specified periods without penalties. TrueVine does not accept compensation for the sale of securities or investment products, ensuring a fee-only model. The firm caters to individuals, high-net-worth individuals, and institutions with no minimum account size requirement. Clients receive quarterly reports detailing account performance and fees. TrueVine provides ongoing financial planning and family office services, along with consulting on specific types of investments. The firm's investment strategies encompass cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and options trading. Clients are informed about the risks associated with various investment types, ensuring transparency and informed decision-making.