Twin Rivers Advisors is a registered investment advisor offering ongoing investment management services tailored to clients' needs and objectives. As an investment management client, you will receive financial planning consulting services at no additional cost. Twin Rivers Advisors may invest your assets according to one or more model portfolios through the AssetMark platform.
Assets Under Management$13M
Clients19
Advisors2
Avg. per Client$690K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee is negotiable, depending on individual client circumstances. Financial planning consulting is included at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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