Twombly Asset Management, LLC is a registered investment advisor based in Northfield, Illinois, offering personalized investment management services. Founded in October 2009 and led by Managing Member Margaret Twombly, the firm manages diversified portfolios consisting of equity and fixed income securities tailored to each client's specific risk tolerance and investment objectives. Twombly Asset Management employs a multi-strategy approach that incorporates quantitative methods, technical analysis, and fundamental research to seek absolute returns. Client accounts are managed on a discretionary basis, meaning Twombly Asset Management has the authority to make trades on the client's behalf without prior consultation for each transaction, while adhering to any reasonable client-imposed restrictions. The firm works primarily with individuals, high-net-worth individuals, trusts, charitable organizations, and business entities, maintaining a general household portfolio minimum of $500,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are payable monthly in advance. Fees do not include custodian or broker-dealer commissions, transaction fees, or underlying fund expenses.