CB
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
75 Park Plaza, Second Floor, Boston, MA, 02116
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
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
First Republic Securities Company, LLCBroker
August 2018 - April 2022 · 3 yrs 8 mos
Northwestern Mutual Investment Services, LLC Broker
May 2018 - August 2018 · 3 mos
State Registrations2 states
MANY
Advisor
Exams
No exam information available for this advisor.