T
Twin Tiers Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,967,000
Total clients
55
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$435,764
Client services
Financial planning
Portfolio management
Consulting
Fee options
Consulting services charged as fixed fees typically ranging from $500 to $5,000, negotiated per client
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.35%
Performance-based fees equal to 1.00% of assets under management plus 20% of gains above benchmark or set return with high water mark; available to clients with at least $1,100,000 managed or net worth over $2,200,000
Account minimum: $500,000 (may be waived at the sole discretion of the Advisor) Fee-only: Annual fees based on assets under management per tiered schedule; plus additional 1.00% for individual stocks, ETFs, and exchange-traded options; fixed fees for consulting services ranging from $500 to $5,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Twin Tiers Consulting, LLC
Painted Post NY, United States
Number of offices
1
Forms ADV
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