Trueblood Wealth Management, LLC

Trueblood Wealth Management, LLC, established in 2022, is a financial advisor firm based in Lima, Ohio. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Trueblood Wealth Management offers comprehensive portfolio management services, including asset management, financial planning, and consulting. The firm may utilize third-party investment advisors to aid in portfolio management. Retirement plan consulting services are also provided to employer plan sponsors, assisting in establishing, monitoring, and reviewing participant-directed retirement plans. For Comprehensive Portfolio Management, fees are capped at 1.50% annually, billed quarterly in advance based on account values. Retirement Plan Consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. Trueblood Wealth Management manages over $300 million in regulatory assets under management. The firm does not charge performance-based fees and allows clients to direct brokerage outside recommendations. Clients receive account statements directly from the custodian and have the option to grant investment discretion to the firm. The firm does not vote client securities proxies but forwards them to clients. Trueblood Wealth Management does not have financial conditions impairing its ability to meet obligations.