Tweet Management Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Tweet Management Services Inc
CRD #156730
SEC #801-135865
CIK #
AUM 120.5 M (2026-04-14)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone619-867-4855
Address5480 Baltimore Dr 206
La Mesa, CA 91942
Source [IAPD] [Website]
Total AUM ($M)
13010478522602010201520212027
Fees and Compensation — Form ADV Part 2A (3/16/2026) [Brochure]
Item 5: Fees and Compensation

TMS provides investment supervisory services to clients based on the fee schedules outlined below:

The annual investment advisory fee for doing managing your investments typically ranges from
0.8% to 1.5%, depending on the size and complexity of your account. The fee is paid monthly,
at the end of each month. The value we use to calculate your monthly fee is the average daily
balance during each month. NOTE: Lower fees for comparable services may be available from
other sources.

Fees for ongoing financial advisory services are $300 per month billed in arrears. The client can cancel the ongoing
monthly fee at any time with at least 5 days’ notice. The fees for this relate to any accounts under $300,000. Until the
time the client surpasses that amount of AUM with the firm then the client and advisor will negotiate an annual AUM
fee within the above purposed fee schedule. For an ongoing monthly fee the clients will receive, a comprehensive
financial picture of their finances, a budget, examples of how to save, grow or increase their wealth. Once an
accounts balance reaches the $300,000 threshold the client agrees to an annual AUM fee of 1.5%.

Each investment management program has a stated fee range that will be described to you with the third- party
investment manager current disclosure documents prior to your selection of that manager. Annualized asset-
based fees range from .25% to 1.50% depending upon the program selected, investment strategies involved, portfolio
holdings, asset size of the account, and the services provided to the client.

These fees are negotiable depending upon the needs of the client and complexity of
the situation. Fees will be withdrawn directly from the client’s account quarterly in arrears.
When fees are deducted directly by the Custodian, TMS must have written authorization from
the client to withdraw fees, and they must also have a custodian who sends at least a quarterly
statement showing all debits.

Clients may terminate their accounts without penalty within 5 business days of signing the advisory contract.
Fees for all services provided will be due upon termination if the client wishes to discontinue the relationship with
TMS.

In cases where TMS provides financial planning services or consulting to clients for a fee, the hourly rate will be

$500. The fees are negotiable, and the final fee schedule will appear within the final signed copy of our investment
agreement with each client. Fees are paid in arrears upon completion. Because fees are charged in arrears, no refund
is necessary. Fees will be invoiced to the client with payment to be paid by check. Clients may terminate their
accounts without penalty within 5 business days of signing the advisory contract. Fees for all services provided
will be due upon termination if the client wishes to discontinue the relationship with TMS.

Clients are responsible for the payment of all third-party fees (i.e. custodian fees, mutual fund fees, transaction
fees, etc.). Those fees are separate and distinct from the fees and expenses charged by TMS. Please see Item 12
of this brochure regarding broker/custodian.

Neither TMS nor its supervised persons accept any compensation for the sale of securities or other investment
products, including asset-based sales charges or services fees from the sale of mutual funds.

TMS does not accept performance-based fees or other fees based on a share of capital gains on
or capital appreciation of the assets of a client.

TMS generally provides investment advice and/or management supervisory services to
Individuals, High-Net-Worth Individuals, Pension and Profit-Sharing Plans, & Small Businesses
or Corporations.

 We do fundamental security analysis of a business, which involves analyzing its financial statements and overall
 health, its management and competitive advantages, and its competitors and the markets overall. Fundamental
 analysis is performed on historical and present data, but with the goal of making financial forecasts, including stock
 price evolution, projection of business performance, management evaluations and credit risks. However, we also
 look at the price action of the companies we recommend in both the short- and long-term charts. Technical security
 analysis and price action of securities is also at the core of our analysis and recommendations.

 We feel our investment strategy is fairly moderate in nature and we don’t believe it involves significant or unusual
 risks. For example, we do not engage in frequent trading of securities as that can affect investment performance,
 particularly through increased brokerage and other transaction costs and taxes. We may, however, invest in
 commodity-based Exchange Traded Funds, which, because of their volatility, are risky investments. We may, also
 invest in hedged mutual funds which can be risky investments as well.

 Investing in securities involves a risk of loss that you, as a client, should be prepared to bear. Past performance is
 not a guarantee of future returns.

TMS has no criminal or civil actions to report. Further, TMS has no administrative
proceedings or self-regulatory organization proceedings to report.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 125 42.6
(b) Individuals (high net worth individuals) 43 76.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 665 120.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 665 120.5
Total 665 120.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 120.5
Total 665 120.5
Firm Profile (Form ADV)
ServesRetail
Comparable Firms State AUM
Craft Asset Management LLC
FL 120.8 M
van Winkle Wealth Management Group LLC
OH 120.8 M
Montchanin Asset Management LLC
DE 120.8 M
Wright Cove Capital LLC
ME 120.7 M
Weber Contracting LLC
MN 120.6 M
Lotus Asset Management Limited Liability Company
120.5 M
Thiel Investment Management Company LLC
120.4 M
Stonefield Investment Advisory Inc
IA 120.2 M
Western Reserve Capital Management LLC
OH 120.2 M
Mile Wealth Management LLC
CA 120.1 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com