Twin Rivers Wealth Management provides personalized financial planning and portfolio management services to individuals and high-net-worth individuals. Services include investment management, retirement planning, tax analysis, estate planning, insurance review, and college planning. The firm uses a 3-meeting process for onboarding new clients and reviews client plans at least monthly.
Assets Under Management$81M
Clients203
Advisors4
Avg. per Client$400K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees may be negotiable based on pre-existing relationships or if a client has family members also utilizing the firm's services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...