Tweet Management Services offers portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Tweet Management Services builds investment portfolios primarily using individual stocks and bonds, mutual funds, exchange-traded funds, and government securities. For smaller accounts, Tweet Management Services provides ongoing financial guidance through a monthly fee structure until the portfolio reaches a specific asset threshold, after which an annual percentage fee applies. Tweet Management Services also coordinates with outside professionals such as accountants and attorneys for tax and estate planning needs. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K+ | 1.50% |
Accounts under $300,000 pay an ongoing monthly fee of $300 (equivalent to $3,600 annually). Once the balance reaches $300,000, clients agree to an annual fee ranging from 0.8% to 1.5% depending on account size and complexity. Fees are negotiable.