True Measure Wealth Management

Wealth Management Firm in La Vista, NE

Firm Info
Address: 144 S 39th St, Omaha, NE 68131, USA
Phone: (402) 342-1400

Firm Size
Assets Under Management: $226.4 million
# of Advisors: 0
# of Clients: 316
Client to Advisor Ratio: -
Average Account Size: $716,338
# of Offices: 1

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)

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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.

To view the Minimum Investment and Fee Schedule for True Measure Wealth Management, visit their Part 2 Brochure.

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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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

Firm location 144 S 39th St, Omaha, NE 68131, USA
Phone (402) 342-1400
Opening Hours
  • 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
Directions
Google My Business Reviews:
4 Stars  |  3 Reviews

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.