Trueman Brown

Trueman Brown, LLC is an SEC registered investment adviser established in November 2006, offering financial planning, consulting, and investment management services. The firm, owned by Roy W. Brown, CFP®, had $173,315,977 in assets under management as of February 14, 2025. Clients can receive financial planning services for a fixed fee ranging from $1,500 to $8,000 or an hourly fee of $300. Investment management services are provided for an annual fee between 0.25% and 1.00% based on assets under management. Trueman Brown primarily allocates client assets among various securities and asset classes based on individual risk tolerance and investment objectives. The firm uses fundamental and technical analysis in its investment strategies, aiming for long-term growth while preserving capital. Clients have discretion over implementing recommendations and can impose restrictions on their accounts. Trueman Brown does not charge performance-based fees, has no minimum portfolio value requirement, and does not vote client securities. The firm does not provide compensation to third-party solicitors for client referrals and does not vote client securities. Trueman Brown does not have any required disclosures regarding disciplinary events or financial information. Clients receive regular account reviews and statements, and the firm has custody through standing letters of authorization for fund disbursement.