Two Twelve Planning provides investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Investment advice is tailored to each client's needs. The firm offers both discretionary and non-discretionary portfolio management. Financial planning services include broad-based planning and consultations on specific financial topics.
Assets Under Management$20M
Clients89
Advisors1
Avg. per Client$220K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$99
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $300K | 1.15% |
| $300K - $600K | 1.05% |
| $600K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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