Twin Gryphon Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, small businesses, retirement plans, and a pooled investment vehicle. Twin Gryphon provides investment management, retirement plan advisory services, and financial planning and consulting services. Financial planning covers investment planning, retirement planning, personal savings, insurance needs, and education savings.
Fee Structure
Twin Gryphon Advisors charges a percentage of your portfolio annually for investment management. The exact percentage ranges from 0.25% to 2.00% per year, depending on the investment strategies used, the complexity of the services, the amount of assets managed, and the overall relationship with Twin Gryphon. Smaller accounts, portfolios with restrictions, or those with specific reporting needs may be charged a higher fee. Fees are calculated based on the value of your portfolio at the end of the previous quarter.