Twinleaf Financial Advisors provides investment management, investment analysis, and financial planning services to individuals and high-net-worth individuals. They also offer services for employee-sponsored retirement plans. Investment management involves constructing portfolios with different investment managers based on client goals and risk tolerance. Financial planning is offered on a monthly fee basis and can include advice on student loan debt, budgeting, retirement income, and investment strategies.
Assets Under Management$12M
Clients82
Advisors1
Avg. per Client$150K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are blended. The fees are deducted by the qualified custodian of record on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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