Truepoint Capital clients may find that their needs require additional services beyond what our traditional wealth management service level provides. In these instances, the following services may be added for an additional 0.05% annually.

• Trust Administration*
• Bill Pay and Banking
• Expenses Management and Reporting

*Trust administration occurs through our private trust company, National Advisors Trust Company. Additional trust administration fees apply and are charged pro rata on a monthly basis. National Advisors Trust Company's annual fee for account administration and asset custody is 0.35% on assets up to $1,000,000 and 0.30% on assets above this threshold.

For clients who wish to establish a customized private Family Office, Truepoint’s expertise and services can be leveraged to create an appropriate solution. Our ability to coordinate and integrate our internal specialists with a family’s external advisors allows for a cost effective and tailored Family Office solution that meets the needs of the family. Truepoint is proud to have a strong relationship with the Family Wealth Alliance, an independent and objective resource to private families and the firms that serve them. 

For clients who may not require the breadth and depth of the Truepoint Capital service offering, Truepoints financial advisory division, Truepath Financial may be more appropriate. To learn more about Truepath Financial, please visit the website or call (513) 792-3360.