Twin Focus Capital Partners Review


Trust Score 79%
Trust Score info_outline
Share

Twin Focus Capital Partners, federally registered in 2006, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 20 advisors. Twin Focus Capital Partners manages $2 billion and provides investment advisory services for 78 clients (1:4 advisor/client ratio).

Twin Focus Capital Partners requires a $80,000,000 minimum investment and charges a blended rate 0.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 4 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm has been federally registered for only 12 years
  • Firm serves fewer than 1,000 clients
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $80,000,000
Minimum Annual Fee $250,000
Average Account AUM $31,908,470
Hybrid Advisor No
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:4
Headquarters Boston, MA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $50,000,000 0.50%
$50,000,001 to $100,000,000 0.40%
$100,000,001 to $200,000,000 0.25%
$200,000,001+ Negotiable


Questions & Answers



Get answers about Twin Focus Capital Partners


Ask a question question_answer


Feedback