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
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 also offer access to limited investment opportunities through affiliated entities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
75 Park Plaza, Second Floor, Boston, MA, 02116