Question 1

Are your recommendations in my best interest and are you a fiduciary?

Accepted Answer

Yes, we are a fiduciary. Therefore, we believe in placing your best interests first and are proud to commit to the following five fiduciary principles: 
1. We will always put your best interests first.
2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
3. We will not mislead you, and will provide full and fair disclosure of all important facts.
4. We will avoid conflicts of interest.
5. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Question 2

Will I be locked into a contract?

Accepted Answer

No, our commitment to a Value-First Approach means there are no contracts or fees during the free financial planning process. Additionally, should you choose to engage our services as your advisor, our Risk-Free Onboarding ensures peace of mind. Regardless of the circumstances, we guarantee to reimburse your most recent quarter's fees should you decide to terminate our services within three months. Your satisfaction and financial well-being are our top priorities.

Question 3

Are there account size minimums to work with you?

Accepted Answer

Yes, our minimum is $250,000 of investable assets for investment management. For comprehensive financial planning, our minimum is $500,000 of investable assets.

Question 4

Are there any hidden fees?

Accepted Answer

Our transparent fee schedule is exactly what you will pay. See the details of our fee schedule below:
Investment Management Fee’s
 • First $1,000,000: 1.00%
 • Next $1,000,000: 0.90%
 • Next $1,000,000: 0.80%
 • Next $1,000,000: 0.70%
 • Next $1,000,000: 0.60%
 • Over $5,000,000: 0.50%
Comprehensive Financial Planning Fee
 • First year: $4,000
 • Then: $2,000/year
 • Included for households with over $3,000,000 of investable assets.
 • *Planning fees can be reduced at TrustStone Wealth Partners discretion.

Question 5

Will I be working with a CFP®?

Accepted Answer

Yes, your advisor will be a CFP®. Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.
 *Source: www.cfp.net

Question 6

Do I need to live near you to work with you?

Accepted Answer

No, our firm is designed to be fully virtual. That said, for those who wish to have in person meetings, we do have office space in Chapel Hill, NC to accommodate.

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Frequently Asked Questions

Frequently Asked Questions