Truststone Wealth Partners

As a registered investment advisor, Truststone typically charges fees based on a percentage of assets under management, a common model among fiduciary RIAs. The firm may also offer fixed-fee or hourly planning arrangements for clients who do not meet asset minimums. Its Form ADV filing would detail the specific fee schedule, including any breakpoints for larger accounts.

No, the firm operates as an independent RIA and does not manufacture its own proprietary funds. Truststone constructs client portfolios using third-party exchange-traded funds, mutual funds, and separately managed account platforms. This eliminates the conflicts of interest associated with selling in-house products.

Truststone primarily serves high-net-worth individuals, families, and business owners. Its service model is built around personal financial planning and discretionary portfolio management rather than institutional separate accounts or pension fund mandates. The firm may also advise trusts and estates as part of its family client relationships.

Truststone is a wealth management firm and registered investment advisor, not a single family office. It serves multiple unrelated clients rather than managing capital for a single family. The firm's structure and regulatory filing as an RIA reflect a multi-client advisory practice.

For qualified clients, Truststone may provide access to alternative investments such as private real estate, private credit, or hedge fund strategies. These are typically sourced from third-party managers and added to portfolios for diversification and return enhancement. The firm's use of alternatives depends on individual client suitability and accreditation status.