AtwoB provides investment management and financial planning services. For investment management, AtwoB creates customized portfolios using mutual funds, exchange-traded funds, and individual securities. Financial planning services cover areas like retirement, education, and insurance needs. AtwoB may recommend unaffiliated money managers. AtwoB acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$88M
Clients90
Advisors2
Avg. per Client$970K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
For Clients engaged in financial planning services, the Client will be charged a reduced investment advisory fee: First $1,000,000: 0.85%, Next $1,000,001 to $3,000,000: 0.75%, Next $3,000,001 and above: 0.60%. AtwoB, in its sole discretion, may negotiate to charge a lesser management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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