Wendy Karkoska is a CFP-designated registered investment advisor at Twin Focus Capital Partners, LLC, based in Boston, MA, with 22 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Tax Planning. Their firm serves 77 clients with $4B 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% |
Fee Estimator
Location
75 Park Plaza, Boston, MA, 02116
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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 →Other Business Activities
Wendy is a committee member for the Neighborhood Association of Back Bay, a charitable organization, since 2017. She spends minimal time attending meetings, planning events, and participating on panels.
Employment History
Current Registrations
Twin Focus Capital Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations1 state
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