Twin Cities Wealth Strategies, Inc.

RIASEC Registered

Total AUM

$29.5M

Discretionary

$25.5M

87% of AUM

Avg account

$151K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: Maple Grove, Minnesota
CRD number: 286372
Website: tcwealthstrategies.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals72.85%
HNWI27.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twin Cities Wealth Strategies, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and adds services such as selection of other advisers, pension consulting-related work, and educational seminars or workshops. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and acts as a capital allocator, directing client capital into third-party managers when appropriate.