Twogood Financial Services refers clients to EverSource Wealth Advisors for investment management services. Twogood Financial Services receives a referral fee from EverSource. Twogood Financial Services does not manage client assets or provide investment advice directly. Clients will work directly with EverSource for investment management and financial planning.
Fee Structure
Twogood Financial Services does not directly manage investments. Instead, they refer clients to EverSource Wealth Advisors, who manages the investments. EverSource pays Twogood Financial Services a referral fee. The combined fee paid to Twogood Financial Services and EverSource will not exceed 2.0% annually of the value of the client assets being managed by EverSource, and will in most cases be well below that number.