Twig Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,900,000
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$156,000
About
Twig Asset Management provides ongoing asset management and investment advisory services to individual and high‑net‑worth clients, including traditional portfolio management and consulting related to 1031 like‑kind exchanges. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and may recommend Delaware Statutory Trusts (DSTs) as replacement property in 1031 transactions.
The firm tailors model allocations to each client’s objectives and typically implements those plans using primarily actively managed mutual funds and ETFs, supported by internal research and third‑party tools such as Morningstar Advisor Workstation and MoneyGuide Pro. Portfolios are monitored regularly with periodic rebalancing and the adviser generally exercises discretionary trading authority subject to client‑imposed restrictions.
Notable distinctions include the principal’s role as a 1031 exchange consultant registered with a managing broker‑dealer and the firm’s explicit involvement in placing clients into securitized like‑kind real estate vehicles and charging for 1031 consulting—services that set it apart from many peers. The firm also requires use of a single custodian and discloses receipt of custodian‑provided research and support services, which can create soft‑dollar benefits that may factor into broker selection.
Client services
Financial planning
Portfolio management
Pension consulting
General consulting
Expertise
Real estate investing
Wealth management
Fee options
$0 - $999,999: 1.0% $1,000,000+: .75%
Hourly charges reported in Part 1 but not specifically detailed in brochure
Main office location
Twig Asset Management, LLC
7300 Ontario Boulevard
Eden Prairie MN 55439, United States
Number of offices
3
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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