WK
CFA
WK
CFA

Wesley Karger

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
77 clients
Average Client Portfolio
$52.6M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sixty State Street, Boston, MA, 02109

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History

Regulatory 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.

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Employment History
Current Registrations
Twin Focus Capital Partners, LLC
June 2006 - Present · 19 yrs 8 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.