Twin City Private Wealth, Llc
301 N MAIN STREET, Winston-Salem, North Carolina 27101
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
percentage of assets under management, and are generally subject to a maximum fee of 1.50%, depending on the level of engagement. The specific advisory fees will be identified in the investment advisory agreement between the client and the Adviser. The Adviser may, in its discretion, m
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.