WK
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
77 clients
Average Client Portfolio
$52.6M average
Assets Under Management
$4.0B
Fee Structure
Minimum Investment:$100M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$450 - $1,500/hr
TwinFocus offers services on an annual fee basis, including fixed fees, asset-based fees, performance-based fees, hourly rates, or a combination. Fixed fees generally range from $100,000 to $2,000,000 annually, and hourly rates range from $450 to $1,500. Fees are negotiable. They also charge fees for SPVs, which are separate from advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
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Advisor Information
Office location
Sixty State Street, Boston, MA, 02109
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Twin Focus Capital Partners, LLC
June 2006 - Present · 19 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
April 2004 - July 2006 · 2 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.