Twin Cities Retirement Group offers asset management services and retirement planning to individuals, especially those nearing or recently in retirement. They help clients evaluate their financial status and design retirement plans, including advice on defined contribution and benefit plans, Social Security, cash flow, and estate planning. They may recommend independent registered investment advisory firms.
Assets Under Management$130M
Clients87
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$67M
www.facebook.com/twin-cities-retirement-group-5... ·www.twincitiesretirementgroup.com ·www.linkedin.com/company/15090061?trk=vsrp_comp...
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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