Twin Lakes Capital Management offers investment advice tailored to each client's needs, considering their risk tolerance and investment experience. They create personalized asset allocation plans and may recommend private investments (like private equity or venture capital funds) to qualified clients who meet specific asset or net worth requirements and are comfortable with illiquidity. Clients can restrict investments in certain securities. Twin Lakes does not participate in wrap fee programs.
Assets Under Management$250M
Clients90
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on account size and service complexity. For qualified clients who invest in private funds, there is an additional annual fee of 1% of the investment's value, plus 10% of any profits made on the investment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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