True Wealth Advisory Group

True Wealth Advisory Group, LLC, founded in October 2017, is a registered investment adviser offering discretionary investment management, non-discretionary investment management, and consulting services. The firm, wholly owned by TWAG Holdings, Inc., is led by Marc Shachtman, serving as CEO and CIO. TWAG is registered with the SEC and primarily operates in Florida. Clients can engage TWAG through the True Wealth Advisory Group Wrap Fee Program, where discretionary investment services are provided. TWAG may recommend investments in various securities, including equities, debt securities, mutual funds, ETFs, and virtual currencies. The firm may also select third-party Independent Managers to actively manage client assets. TWAG charges an annual fee based on a percentage of assets under management or advisement, with negotiable fees depending on client circumstances. The firm does not accept performance-based fees, acts as a fiduciary, and does not engage in principal trading. Clients are encouraged to review account statements from the custodian, Charles Schwab & Co., and are provided with detailed information on risks associated with investments and the firm's code of ethics. TWAG does not exercise investment discretion for consulting services and provides periodic account reviews. The firm does not vote client securities' proxies and does not disclose financial information as it does not solicit prepayment exceeding $1,200 or have financial conditions impairing client commitments.