Answer client questions without guessing.
Fees. Minimums. Withdrawal rules. Communication cadence. The questions clients ask most are the ones your compliance file can least afford to get wrong. Truebe answers them from documents you've already approved — nothing invented, nothing improvised.
See it in your admin
Every answer, reviewed before it ever goes live.
The Fact Library shows exactly what a client will hear, the source it came from, and who approved it — right inside WordPress.
What this looks like
The questions clients actually ask.
Real examples of the fee, minimum, withdrawal, and communication questions Truebe answers from your own approved content.
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What's your minimum account size?
Our minimum for new advisory relationships is $500,000, though we make exceptions for referrals from existing clients. Contact us to discuss your specific situation.
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How are your fees calculated?
We charge a flat 1% annual fee on assets under management, billed quarterly in arrears. There are no separate transaction or platform fees.
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Can I withdraw funds early, and are there penalties?
You can request a withdrawal at any time with 5 business days' notice. There's no early withdrawal penalty from our firm, though your specific account type (like an IRA) may have its own tax implications — we recommend confirming with your tax advisor.
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How often will I hear from my advisor?
You'll receive quarterly performance reports and we schedule a formal review call twice a year, with ad hoc check-ins available anytime you request one.