Twin Tiers Consulting (TTC) offers investment advice and portfolio management to individuals, families, trusts, estates, charities, and corporations. TTC works with clients to assess their financial situation, develop an investment policy, construct portfolios, and select securities. TTC also provides consulting services on estate planning, retirement planning, and portfolio reviews. TTC does not take custody of client funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
For individual stocks, ETFs, and exchange-traded options, the fee is the above-referenced annual fee plus 1.00%. TTC also offers a performance-based fee schedule equal to 1.00% of assets plus a percentage of the difference between a client's account and that of an appropriate benchmark/index or set percentage return. This fee is typically 20% of the account's performance above the benchmark.