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The fee is billed in advance and is negotiable.","source":"THREE CORD WRAP FEE BROCHURE, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Three Cord True Wealth Management use?","answer":"Three Cord True Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $26.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Three Cord True Wealth Management have?","answer":"Three Cord True Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Three Cord True Wealth Management invest in?","answer":"At the end of its last fiscal year, Three Cord True Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Three Cord True Wealth Management?","answer":"Three Cord True Wealth Management is owned through a holding company by Nicholas Raught and Vasilios Rizos. Its direct owner is Three Cord True Wealth Holdings II, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Three Cord True Wealth Management get paid?","answer":"Three Cord True Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Three Cord True Wealth Management registered with the SEC?","answer":"Yes, Three Cord True Wealth Management has been registered with the SEC as an investment adviser since 2 September 2020. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}