Twelve Two Capital manages investment portfolios based on clients' individual needs and goals. They also offer comprehensive financial planning, which involves working with a planner to develop and implement a plan addressing various aspects of the client's financial situation, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, and risk management. They also offer project-based financial planning for clients with lower financial complexity.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.