Twin Focus Capital Partners Review


Twin Focus Capital Partners, founded in 2006, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 20 advisors. Twin Focus Capital Partners manages $2.49 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 0.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted
  • Firm has a high advisor to client ratio

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 12 years
  • Custodian is unknown
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

Managed Investing


Expand fee details
Trust Score
79
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Annual Management Fee 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
Feature Value
Estimated Fees (Annual) $370,000 on a $80,000,000 portfolio
Annual Management Fee Details None
Minimum Investment $80,000,000
Minimum Annual Fee $250,000
Average Account AUM $31,908,470
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $2.49 billion
Advisor / Client Ratio 1:4


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