One Company,
Two Ways to Engage
Since 1990, Truepoint Wealth Counsel has been an industry pioneer and leader in bringing fee-only fiduciary guidance, holistic financial planning and evidence-based investing to individuals and families. In 2021, we launched Commas as an extension of our services to bring that same approach to the people our team cared about most—our friends and family—who might not need the depth of Truepoint Wealth Counsel services.
Truepoint offers a robust set of services delivered by your advisor and a team of in-house specialists. Due to the complexity of these services, we generally recommend a minimum investment portfolio of $3,000,000.
Commas offers a streamlined set of financial planning and investment management services delivered by your advisor. We provide these services without any required account minimum and charge a simple fee.
