Twelve Two Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$4M
Clients26
Advisors1
Avg. per Client$150K
Avg. per Advisor$4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.60%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Twelve Two Capital LLC | TrueAdvisor