True Wealth Design, LLC is a large advisory firm based in Akron. It manages $127.02 million of regulatory assets for 584 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Louisiana, Ohio, and Texas.
True Wealth Design provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of True Wealth Design, LLC is $127.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay True Wealth Design, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Kevin Keith Kroskey is high net worth individuals with 46 clients and $86.11 million of assets under management. Among the 8 most similar advisory firms, True Wealth Design has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $127.02 million for 184 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
True Wealth Design doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where True Wealth Design, LLC performs its advisory services is located at 700 Ghent Road, Akron, OH 44333, which is also the mailing address of the firm. An additional office of the firm is in Ft. Myers, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-777-0688 or by fax 330-247-0625. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at kevinkroskey.com/.