Twin Focus Capital Partners, LLC

Assets Under Management

$4.0B

Number of Clients

77

Number of Advisors

14

Average Client AUM

$52.6M

AUM per Advisor

$289.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

TwinFocus provides investment advisory, wealth management, family office management and administration, institutional consulting, outsourced CIO services, business, and tax planning/structuring, private client wealth structuring, real estate advisory and philanthropic planning services. They also offer access to limited investment opportunities through affiliated entities.

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location

75 Park Plaza, Second Floor, Boston, MA, 02116

14 Advisors at this firm