Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Hourly
- Fixed Fees (Other than subscription)
True Measure Wealth Management Overview
True Measure Wealth Management is an investment advisory firm that was founded in 2001 and is headquartered in Omaha, Nebraska. The firm provides fee-only financial planning services to its clients and has a reputation for providing unbiased and customized investment advice. As a Registered Investment Advisory firm that specializes in investment advice only, True Measure Wealth Management is well-known for its expertise in financial planning and portfolio management. True Measure Wealth Management offers a variety of services to help individuals and small businesses achieve their investment goals. One of the key services the firm offers is financial planning. As part of this service, True Measure's team of financial advisors works closely with clients to develop a comprehensive financial plan that takes into account their unique financial situation, long-term goals, and risk tolerance. The firm's advisors also provide ongoing support and guidance to ensure that clients stay on track to meet their objectives. In addition to financial planning, True Measure Wealth Management also offers portfolio management services. This includes designing and managing individualized investment portfolios that are tailored to a client's specific investment goals and objectives. The firm's investment philosophy focuses on long-term, value-oriented investing that is grounded in rigorous research and analysis. True Measure's portfolio management services are available to both individuals and small businesses looking to grow and manage their investments.
TRUE MEASURE WEALTH MANAGEMENT serves a diverse range of clients, including individuals and high net worth individuals. Their clients span across various industries and professions, each with unique financial needs and goals. With in-depth expertise in the field of wealth management, the firm is able to offer tailored services to meet the specific needs of their clients. The fee structures at TRUE MEASURE WEALTH MANAGEMENT are designed to provide flexibility and cater to the varying needs of their clients. Depending on the services provided, clients can choose from different fee structures, including a percentage of AUM (assets under management), hourly fees, and fixed fees. The firm's percentage of AUM model charges a fee based on a percentage of the total assets under management, while the hourly fee structure charges based on the amount of time spent on a particular service. Fixed fees are pre-determined, flat rates for specific financial services or products. Clients can discuss the best option with their wealth advisors to ensure they receive a fee structure that aligns with their financial goals and needs.
Typical Clients, Fee Structures & Investment Minimum
Unfortunately, the Part 2 Brochure for True Measure Wealth Management does not mention an investment minimum.
How This Office Can Help La Vista, NE Residents
True Measure Wealth Management assists clients in La Vista, NE by providing personalized financial planning and investment management services. They work closely with their clients to understand their individual financial situations and goals, and then create a customized plan to help them achieve those goals. Many residents in La Vista, NE may be facing financial challenges such as student loan debt, saving for retirement, managing investments, and planning for their children's college education. True Measure Wealth Management helps clients navigate these challenges by providing expert advice and guidance on debt reduction strategies, retirement planning, investment portfolio management, and college planning options. Their goal is to help clients achieve financial independence and peace of mind, while also providing ongoing support and education as their needs and circumstances change over time.
Services Offered by True Measure Wealth Management
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by True Measure Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
- Mon 8:30 AM–4 PM
- Tue 8:30 AM–4 PM
- Wed 8:30 AM–4 PM
- Thu 8:30 AM–4 PM
- Fri 8:30 AM–4 PM
- Sat Closed
- Sun Closed
Other Office Locations
This firm has no other locations.
State Registrations
True Measure Wealth Management is registered to service clients in the following states:
- Iowa
- Minnesota
- Nebraska
- Texas
Disciplinary History
True Measure Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.