Twin Peaks Wealth Advisors (TPWA) provides investment management, financial planning, and consulting services to individuals, high-net-worth individuals, families, and charitable organizations. TPWA manages portfolios, offers financial plans covering various topics, and provides consulting services for assets held outside of their direct management. TPWA may recommend investments in equities, bonds, mutual funds, and exchange-traded funds, and may also consider alternative assets and socially responsible investing options.
Assets Under Management$410M
Clients430
Advisors10
Avg. per Client$950K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable and may be waived at TPWA's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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