Twin Tiers Consulting, LLC

Overview

Twin Tiers Consulting, LLC is an independent registered investment advisor serving individual and family clients, with a particular orientation toward small-business owner relationships. The firm combines financial planning and portfolio management services with accounting expertise, reflecting its business activity as an accountant. Fee arrangements include percentage-of-AUM billing alongside fixed fees and the capacity to charge performance-based fees, suggesting flexibility in client engagement models. Investment activity centers on public equities and pooled products, with a clear tilt toward exchange-traded exposures. The firm is not positioned as a capital allocator and does not list allocations to third‑party alternative asset managers. Twin Tiers Consulting does not identify as an active ESG investor and operates as a single-state adviser focused on managing discretionary portfolios for a modest client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices