Twin Focus Capital Partners, LLC
Assets Under Management
$4.0B
Number of Clients
77
Number of Advisors
14
Average Client AUM
$52.6M
AUM per Advisor
$289.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TwinFocus provides investment advisory, wealth management, family office management and administration, institutional consulting, outsourced CIO services, business, and tax planning/structuring, private client wealth structuring, real estate advisory and philanthropic planning services. They offer discretionary and non-discretionary investment 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
Location
75 Park Plaza, Second Floor, Boston, MA, 02116