Twenty Twenty Investment Advisors offers wealth management, which includes financial planning and investment management tailored to each client's goals. They manage investments on your behalf, making day-to-day decisions without asking you first. They also offer financial consulting to discuss your family's goals and priorities, covering estate, tax, and legacy objectives. Twenty Twenty can work with your other advisors, like accountants and attorneys, to coordinate your financial plan.
Assets Under Management$140M
Clients341
Advisors4
Avg. per Client$410K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Some clients are on a lower fee schedule or have a waived minimum fee based on individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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