TWIN Capital provides investment management to individuals, institutions, and family offices. TWIN Capital uses a quantitative valuation method, quantitative tools and models, fundamental factors, and technical analysis. When managing investments, TWIN Capital generally focuses on equity investments that trade on U.S. exchanges, including large, mid, and small cap stocks, as well as ETFs and mutual funds. TWIN Capital also provides models to certain clients to assist them in constructing their investment portfolios.
Assets Under Management$940M
Clients68
AdvisorsN/A
Avg. per Client$14M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.35% |
| $100M+ | 0.20% |
Fees are negotiable. Fee schedule varies based on strategy. Performance-based compensation ranges from 10% to 35% for some strategies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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