Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
75 Park Plaza, Second Floor, Boston, MA, 02116
Get directionsRegulatory History
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 →Other Business Activities
John is the president of the Parish Council at Saint John the Baptist Greek Orthodox Church, where he has indirect/direct control over investment decisions. He dedicates about 10-20% of his time to this role, outside of securities trading hours.