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Twenty Fifty Capital

Updated today

Client assets under management

$47,176,285

Clients

98

13% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

98

Very High

Average account size

$481,391

About

Twenty Fifty Capital provides investment management and comprehensive financial planning primarily to individual clients, including business owners and high-net-worth individuals. Services described in the brochure include written financial plans addressing retirement, estate, tax and risk-management topics, ongoing portfolio management, and guidance on retirement-plan rollovers.

The firm documents each client’s objectives and risk tolerance in an Investment Policy Statement and manages portfolios directly, employing long- and short-term trading guided by fundamental analysis, charting techniques, and modern-portfolio-theory principles. Investment options include mutual funds, equities, fixed income, ETFs (including precious-metal and commodity exposure), TIPS, non-U.S. securities, and an approved ETF vehicle to provide clients with digital-asset market exposure where suitable.

Distinctive elements include a subscription-style ongoing financial planning offering and an explicit process for providing cryptocurrency exposure via an ETF, both of which are less common among peers. The firm manages client assets in-house rather than selecting third-party managers, maintains written policies on conflicts and fiduciary duties, operates on an institutional custodial platform, and does not impose an account minimum.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Business ownership considerations

Fee options

Fixed

Ongoing Financial Planning Fee: $195/month for households, $99/month for individuals (fees may be negotiable)

Percentage

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

Main office location

Twenty Fifty Capital

159 Civitas Street, Suite 209

Mt Pleasant SC 29464, United States

Number of offices

1

Most active in

California · Florida · North Carolina · South Carolina · Texas

Disclosures

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

Business activities & affiliations

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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