Paul Karger is a CFA-designated registered investment advisor at Twin Focus Capital Partners, LLC, based in Boston, MA, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 83 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable and can be structured as fixed annual fees, asset-based fees, performance-based fees, hourly rates, or a hybrid approach.
Fee Estimator
Location
Sixty State Street, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Twin Focus Capital Partners, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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