Twinbridge is your financial advocate every step of the way. Who wouldn't benefit from a second pair of eyes reviewing their portfolio, someone scheduling meetings, tracking performance and paying attention to tax ramifications - all at no cost!
Relatively easy. The hardest part is the time-consuming aspect of meeting with several investment managers in order to give give you the basis for making a sound financial decision.
The ability to move a trust is determined mainly by the terminology that was used in the drafted document. Call Twinbridge to have your trust evaluated for its portability. There is no fee for this service.
Not directly. Twinbridge has a stable of financial managers who evaluate portfolios and make suggestions on how to generate more cash flow.
Generally there are no fees imposed on you especially if the account is transferred "in kind" or if it is a cash account. With electronic transfer, the process should be seamless for you.