Tweet Management Services provides financial planning and investment management services. Financial planning includes investment, insurance, retirement, tax, and estate planning, along with risk mitigation. Investment management considers clients' financial situations, risk tolerance, and goals. Tweet Management primarily uses publicly traded stocks, bonds, mutual funds (including ETFs), government securities, commodities, and options.
Assets Under Management$120M
Clients168
Advisors2
Avg. per Client$720K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
If Tweet Management manages your investments, the annual advisory fee typically ranges from 0.8% to 1.5%, depending on the size and complexity of your account. The fee is paid monthly, based on the average daily balance during the month.
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