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Twenty Fifty Capital

Updated today

Total assets under management

$33,828,940

Total clients

97

9% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

97

Average account size

$348,752

Client services

Financial planning Portfolio management

Fee options

Fixed

Ongoing financial planning fee of $195/month for households and $99/month for individuals, paid monthly in advance.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001+: 0.65%

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Twenty Fifty Capital

159 Civitas Street, Suite 209

Mt Pleasant SC 29464, United States

Number of offices

1

Advisors at this firm

Colin M

CFP®

Mt Pleasant, SC

Twenty Fifty Capital

Colin Moynahan has a strong passion for personal finance that has manifested in over a decade’s worth of relevant experience before founding Twenty Fifty Capital Financial Advisors in 2018. Colin began his career with Bank of America Merrill Lynch in their Financial Advisor training program. In 2015, he went on to work for fintech start-up, Snapcap.com, as their fourth full-time employee. Over the next two and a half years, the business grew from four employees to twenty-two, earned a spot on the INC 500 list as the 14th fastest growing finance company in the United States, the 2nd fastest growing company in South Carolina, and the 2017 Start-up of the Year by the South Carolina Business Journal. These achievements led to an acquisition by LendingTree.com in fall 2017. He has been quoted in the Wall Street Journal, New York Times, Bloomberg, Marketwatch, Nerdwallet, CNBC, Business Insider, Fox News, and CNN Business.   Colin has a BBA in Finance with a minor in Economics from Southern Methodist University in Dallas, Texas. He also attended Wake Forest University’s graduate program in Personal Financial Planning, and spent time studying abroad within one of Oxford University’s premiere colleges, University College. During this time, he was fortunate to have internships with JPMorgan Chase, RBS, Baldwin & Associates, and ImageARB.   Born and raised on the east coast, Colin has always had a strong love for the water which is why you will often find him on the boat or fly fishing outside of work. He is an avid traveler and has been to over 25 countries as well as the majority of the continental United States.

General retirement planning Wealth management Student loan debt Gen Y/Millennials (Born 1980-1995)
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