Twin City Private Wealth offers portfolio management and financial planning services to individuals, including high net worth individuals, corporations, foundations, and retirement plans. They develop a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. The firm manages investments on a discretionary basis, but clients can impose certain restrictions. Financial planning is typically provided in conjunction with portfolio management.
Fee Structure
Twin City Private Wealth's fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The maximum fee is 1.50% per year, depending on the level of engagement. Fees are generally paid quarterly, in advance.