Twin Lights Capital Management (TLC) offers investment management services to individuals and institutions, focusing on U.S. growth equity strategies. TLC selects companies across various sizes and sectors, typically concentrating on a limited number of companies. TLC uses fundamental analysis for investment selection and works with clients to determine if its strategies align with their objectives and risk tolerance. TLC may also provide sub-advisory services to other investment advisory firms.
Assets Under Management$51M
Clients22
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally not negotiable but may be reduced or waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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