Twin Focus Capital Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Twin Focus Capital Partners operates as a family office and investment advisory boutique, serving high-net-worth and ultra-high-net-worth individuals, families, and related entities. Twin Focus Capital Partners provides comprehensive wealth management, family office management, investment management, institutional consulting, tax planning, private wealth structuring, real estate advisory, and philanthropic planning services. The firm utilizes a top-down macroeconomic and bottom-up microeconomic approach to construct portfolios, incorporating traditional asset classes, third-party managers, and alternative investments such as private equity, venture capital, and real estate. To provide access to specific private investments, affiliates of Twin Focus Capital Partners occasionally establish special purpose vehicles. Clients engage Twin Focus Capital Partners through written advisory agreements, with fees structured as fixed annual fees, asset-based fees, performance-based fees, or hourly rates.

Assets Under Management$4.6B
Clients83
Advisors17
Avg. per Client$55M
Avg. per Advisor$270M

Fee Structure

Minimum Investment:$100M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.25%

Fees are negotiable and can be structured as fixed annual fees, asset-based fees, performance-based fees, hourly rates, or a hybrid approach.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

17 Advisors at this firm

Twin Focus Capital Partners, LLC - Fees, AUM & Advisors | TrueAdvisor