Twin Harbors Wealth Management offers investment management, financial planning, and consulting services. Financial planning is included for clients who also use their investment management services. Twin Harbors WM works with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. They manage portfolios with discretion, but clients can make suggestions. They also offer retirement plan advisory services to employer plan sponsors.
Assets Under Management$49M
Clients66
Advisors1
Avg. per Client$750K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on relationship size, householding, and account activity. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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