Truepoint Wealth Counsel: Platform Profile

Overview

Truepoint Wealth Counsel is the consumer wealth business associated with SEC-registered adviser Truepoint, Inc.

Current regulatory identity:

• Investment adviser: Truepoint, Inc.
• Business name: Truepoint Wealth Counsel, LLC
• CRD: 105664
• SEC number: 801-25433

Current consumer service positioning separates:

• Foundational Wealth: $1,000,000+
• True Wealth: $3,000,000+
• Family Office: $30,000,000+
• Commas required account minimum: $0

Truepoint's current site continues to link SEC disclosure documents.

The latest directly retrieved first-party personal-wealth fee brochure used for the detailed advisory schedule in this package is dated:

• Latest direct fee brochure date: 2025-03-31

May fit better for

• households with $1 million or more seeking comprehensive wealth advice;
• families with $3 million or more needing the deeper True Wealth model;
• ultra-high-net-worth families seeking family-office services;
• clients who prefer fee-only advice;
• households seeking tax and estate planning integration;
• investors comfortable with a progressive AUM schedule;
• select clients with private-equity holdings.

May fit less well for

• investors seeking one universal minimum across every Truepoint service;
• users who assume Commas and True Wealth have the same service depth;
• clients who want current-year fee documentation without checking the linked SEC brochure;
• investors seeking product-sales commissions;
• clients needing daily liquidity from every private investment.

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Truepoint, Inc. is the registered adviser

Current IAPD:

• Investment adviser: Truepoint, Inc.
• CRD: 105664
• SEC number: 801-25433
• SEC registration status: Approved

The current firm record lists Truepoint Wealth Counsel among the business names.

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Current Truepoint service reference is $3 million

Current Truepoint/Commas page states:

• True Wealth current minimum portfolio recommendation: $3,000,000

The page describes this as a general recommendation because the service is built for greater complexity.

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Foundational Wealth is designed around $1 million

The latest directly retrieved first-party personal-wealth brochure states:

• Foundational Wealth service: $1,000,000+ investable assets

The current Truepoint site continues to present tiered wealth-service choices.

Keep Foundational separate from True Wealth.

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Family Office is a $30 million-plus lane

Current service structure:

• Family Office: $30,000,000+ net worth/wealth profile

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Commas has no required account minimum

Current Truepoint page:

• Commas required account minimum: $0

Commas offers a streamlined planning and investment-management experience.

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Latest directly retrieved personal-wealth fee schedule is progressive

March 31, 2025 first-party brochure:

• First 3m: 1.00%
• Next 2m: 0.75%
• Next 5m: 0.60%
• Over 10m: 0.45%
• Fee schedule progressive: Yes

The current 2026 website service thresholds remain consistent with the same core service lanes.

This avoids falsely presenting a 2025 fee schedule as a 2026-filed fee schedule.

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True Wealth below $3 million can face a $7,500 quarterly minimum

Latest directly retrieved first-party brochure:

• True Wealth minimum quarterly fee below service: $7,500
• True Wealth minimum annual equivalent: $30,000
• Minimum fee reducible at firm discretion: Yes

The effective percentage can exceed 1.00% below the suggested $3 million reference.

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Foundational below $1 million can face a $2,500 quarterly minimum

Latest directly retrieved first-party brochure:

• Foundational minimum quarterly fee below service: $2,500
• Foundational minimum annual equivalent: $10,000

Again, the minimum can create an effective rate above 1.00%.

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Fees are billed quarterly in arrears

Latest directly retrieved brochure:

• Billing frequency: quarterly
• Billing timing: in arrears
• Valuation: asset value on last day of quarter

The firm deducts the quarterly fee from the investment portfolio unless the client elects another permitted payment route.

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Truepoint is fee-only

Current consumer materials:

• Fee only: Yes
• Product sales commissions to Truepoint: No

Fee-only does not mean no underlying fund expense.

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Private equity can be present in select client portfolios

Current/first-party disclosure references private-equity investments held by select clients.

Current 2026 Truepoint educational content also addresses whether private investments may be appropriate.

Alternative investments require product-level fee and liquidity review.

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Institutional pricing is separate

Truepoint Institutional Advisors publishes a separate institutional fee schedule.

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Custody is third-party

The client account documentation identifies the actual qualified custodian.

Assessment

Truepoint should be reviewed by service lane.

The current consumer site supports the central distinctions:

• Commas: no required account minimum;
• Foundational Wealth: designed around $1 million-plus;
• True Wealth: generally recommends $3 million-plus;
• Family Office: about $30 million-plus.

The detailed personal-wealth fee schedule in this package comes from the latest directly retrieved first-party brochure dated March 31, 2025.

That source date should remain visible until a newer personal-wealth fee brochure is directly verified.