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
Website
twinfocus.com (opens in new tab)
Phone
(617) 720-4500

Can advise clients in 5 states: Colorado, Florida, Massachusetts, New Hampshire, Texas

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