Twin Arbor Wealth Management LLC is a registered investment advisor based in Saint Paul, Minnesota, founded in 2026 by Edward John Anderson. The firm provides ongoing portfolio management services based on each client's specific goals, risk tolerance, and time horizon. Twin Arbor Wealth Management builds personalized investment plans using mutual funds, exchange-traded funds, fixed income securities, real estate investment trusts, and other assets, with a primary focus on exchange-traded funds. In addition to managing investments, Twin Arbor Wealth Management offers standalone financial planning covering retirement, taxes, insurance, college savings, estate planning, and debt management. Financial planning is also included at no additional cost for clients who use Twin Arbor Wealth Management for ongoing portfolio management. The firm serves individuals and high-net-worth individuals and operates under a fiduciary standard, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally negotiable and memorialized in the advisory agreement.