Twin City Private Wealth, LLC

Twin City Private Wealth, LLC is a financial advisor firm based in North Carolina, established in June 2021. The firm specializes in providing discretionary portfolio management and financial planning services to individuals, high net worth individuals, corporations, foundations, retirement and pension plan participants, and other entities. Clients undergo a thorough initial consultation to determine their financial profile and investment objectives, which are used to create a customized investment plan. The firm may use common stocks, ETFs, mutual funds, fixed income securities, and structured products in their investment strategies. Clients' portfolios are managed on a discretionary basis, with the firm having the authority to supervise and direct the portfolio without prior consultation. However, clients can impose restrictions on their portfolios if desired. The firm may also utilize sub-advisers to manage client assets based on the client's investment objectives. As of December 31, 2024, Twin City Private Wealth managed approximately $129,895,184 in assets under management. Fees for portfolio management are individually negotiated with each client and are based on a percentage of assets under management, generally subject to a maximum fee of 1.50%. Financial planning services are typically included in the portfolio management fees. The firm does not have performance-based fee arrangements or side-by-side management. Twin City Private Wealth does not vote proxies related to client securities and does not require prepayment of fees exceeding $1,200 per client six months in advance. Clients can contact the firm for additional information or to request the full Form ADV.