Twin Cities Wealth Strategies (TCWS) manages investment portfolios and offers financial life planning. TCWS creates personalized investment plans based on your goals and risk tolerance. They also offer financial wellness programs and tax preparation services. TCWS may recommend third-party money managers. TCWS works with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses.
Assets Under Management$29M
Clients72
Advisors1
Avg. per Client$410K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. The above fee schedule does not include the advisory fee paid to XYIS and SEI.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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