Twin Peaks Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning services include comprehensive financial planning, targeted financial consulting, implementation of recommendations, and financial plan reviews. Twin Peaks does not sell financial products, aiming to eliminate conflicts of interest.
Assets Under Management$46M
Clients50
Advisors1
Avg. per Client$920K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in limited circumstances. Additional fees may be incurred if using the Nucleus model marketplace: Strategist Fee (0.00% - 1.00%) and Platform Fee (0.15%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...