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

75 Park Plaza, Second Floor, Boston, MA, 02116

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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
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
February 2021 - February 2022 · 1 yr
MML Investors Services, LLCBroker
February 2020 - February 2022 · 2 yrs
Wellesley Asset Management, INC.
July 2013 - December 2019 · 6 yrs 5 mos
State Registrations4 states
COMANHNY
Advisor
Exams
No exam information available for this advisor.