TwinFocus is a family office and investment advisory firm that provides wealth management, family office management, institutional consulting, and tax planning services to high-net-worth individuals, families, and their related entities. TwinFocus offers both discretionary and non-discretionary investment management, allocating client assets among third-party managers and investment vehicles. TwinFocus also provides access to limited investment opportunities through affiliated entities.
Assets Under Management$4B
Clients77
Advisors19
Avg. per Client$53M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$100M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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