Truepoint Review


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Truepoint, federally registered in 1985, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 23 advisors. Truepoint manages $2.8 billion and provides investment advisory services for 718 clients (1:32 advisor/client ratio).

Truepoint requires a $1,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Average Account AUM $3,909,663
Hybrid Advisor No
Disciplinary History No
Total AUM $2.8 billion
Advisor / Client Ratio 1:32
Headquarters Cincinnati, OH
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