FEE-ONLY • FIDUCIARY • SEC REGISTERED
Wealth management that works for you, not against you.
We are an independent advisory firm based in Kalamazoo, MI. No commissions, no conflicts — just goals-based planning and academically validated portfolios.
0.33%
FEES STARTING AT
100%
FEE-ONLY, NO COMMISSIONS
26
STATES / TERRITORIES SERVED
FEE SCHEDULE
Maximize your earnings,
not our fees.
Every dollar saves on advisory fees stays invested and compounding. Our pricing is intentionally straightforward — no tiers that move, no performance charges, no surprises.
A minimum fee of $1,250 per calendar quarter applies.
ASSETS UNDER MANAGEMENT
ANNUAL FEE
First $2 million
0.33%
$2M - $10 million
0.25%
Over $10 million
0.10%
For context, the industry advisory fee average is ~1%, [The Kitces Report (Vol. 2, 2024)]
HOW WE WORK
Providing the big firm resources you need at a fair price.
Goals-based planning
Your portfolio is built around real targets — retirement, education, income — not a generic risk bucket.
Fiduciary standard
We're legally required to act in your best interest — always. No referral fees, no hidden incentives.
Low-cost, transparent fees
Advisory fees starting at 0.33%. We eat our own cooking — we invest our firm's assets exactly the same way.
We invest our clients' assets the way we invest our own.
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FEE SCHEDULE
Our investment approach is built on globally diversified, low-cost ETFs and mutual funds from top providers, weighted toward asset classes with the highest risk-adjusted return potential.
- FOUNDING PRINCIPLE OF TRUNORTH CAPITAL