Twin Focus Capital Partners, LLC fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 30, 2026, Twin Focus Capital Partners, LLC charges an annual fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $25,000/yr
“Karger receives compensation of approximately $25,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Twin Focus Capital Partners, LLC’s fees compare
- Its annual fee of $25,000 is above the Massachusetts median of $8,250. 85% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Twin Focus Capital Partners, LLC
- Firm size: 37 employees.
- Credentials named in the brochure: CPA and CFA.
- Registered as an adviser: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Clients
- 75
- Employees
- 37
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $4,584,699,376
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140522
- Phone
- (617) 720-4500
Can advise clients in 5 states: Colorado, Florida, Massachusetts, New Hampshire, Texas
Other planners in Boston that publish fees
- Atwater Wealth Management, Inc.Boston$2,500-$10,000
- Beyond Your Hammock LLCBoston$500-$8,000, $300-$2,000/mo
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Choate Investment AdvisorsBoston$525-$1,750/hr, $1,000-$2,500
- Claro Advisors Inc.Boston$500-$2,500
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