Twelve Points Wealth Management, based in Concord, MA, is a distinguished investment advisory firm that boasts a team of 17 dedicated professionals, with 9 of them specializing in providing expert investment advice. Their diverse compensation structure includes subscription fees, ensuring a tailored approach to meet the unique needs of their clients.
With an impressive portfolio, Twelve Points Wealth Management manages over $833,664,000 in assets under management for more than 340 individual clients. While the firm's expertise extends beyond 401K and individual accounts, they possess the capability to effectively manage employer ...
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Assets Under Mgmt
$833.66M
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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