Twin Bridges Advisory creates globally diversified investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm builds long-term strategies tailored to each client's goals, risk tolerance, and tax situation, utilizing equities, fixed income, and alternative investments such as private funds. In addition to managing portfolios directly, Twin Bridges Advisory can recommend and coordinate independent third-party managers. The firm also assists retirement plans with consulting and governance. Twin Bridges Advisory operates primarily through Charles Schwab, Fidelity, and Interactive Brokers as custodial broker-dealers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are negotiable and subject to a minimum annual fee of $30,000. Alternatively, flat annual fees ranging from $30,000 to $250,000 may apply.