T
Twin Tiers Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,967,000
Clients
55
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
HighAverage account size
$435,764
About
Twin Tiers Consulting is a state‑registered, independent investment adviser operating as a solo practitioner that provides discretionary portfolio management and consulting to individuals, high‑net‑worth clients, trusts and estates, charitable organizations and corporations. The firm manages about $24 million across roughly 55 client relationships and typically maintains a stated relationship minimum around $500,000, with waivers possible.
The adviser constructs customized investment policies and asset allocations using a blend of fundamental and technical analysis and implements portfolios across mutual funds, ETFs, individual equities and fixed income, and—where suitable—options, margin and short‑term strategies. It also provides retirement, estate and rollover guidance and standalone consulting engagements, and may accommodate unsolicited IPO requests for qualified clients.
Notable distinctions include the firm’s provision of tax preparation services and the principal’s Enrolled Agent credential, which supports integrated tax and investment advice—an uncommon offering among independent solo advisers. The firm also makes a performance‑based fee option available to qualified clients (with a high‑water mark and eligibility criteria), a fee structure that is statistically rare for its peer group; it operates on a fee‑only basis and maintains an institutional custody arrangement.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Active portfolio management
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
Main office location
Twin Tiers Consulting, LLC
Painted Post NY, United States
Number of offices
1
Most active in
Twin Tiers Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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