TWIG Asset Management, operating as Cannon River Capital Advisors, provides ongoing investment advice and manages client investments based on their individual needs and goals. TWIG creates investment portfolios using mutual funds, exchange traded funds, individual stocks, bonds, and certificates of deposit. Investment choices are based on research and client information. Clients retain ownership of their securities held at Charles Schwab & Co.
Assets Under Management$3.9M
Clients25
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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