Twin Robins Capital offers investment management and financial planning services. For investment management, they create and manage portfolios based on your goals, risk tolerance, and tax considerations, primarily using stocks, bonds, mutual funds, and ETFs. For financial planning, they work with you to develop and implement a plan covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and taxes. Twin Robins Capital is a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$33M
Clients45
Advisors2
Avg. per Client$730K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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