FEE-ONLY • FIDUCIARY • SEC REGISTERED*
Wealth management that is designed to work
for you.
We are an independent advisory firm based in Kalamazoo, MI. No commissions — just goals-based planning and academically validated portfolios.
0.33%
FEES STARTING AT
100%
FEE-ONLY, NO COMMISSIONS
26
STATES / TERRITORIES SERVED
*Registration does not imply any skill level or training.
FEE SCHEDULE
More of your money.
Less going to fees.
Every dollar saved 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.*
* Clients subject to our minimum fee will experience fees greater than 0.33%.
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