TWELVE POINTS WEALTH MANAGEMENT
Concord, Massachusetts
4.7
3 Reviews
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 ...
See more
Loading...

Assets Under Mgmt

$833.66M

Investment Professionals

9

Locations

1

% 401K & Individual

16%

% Discretionary

43%
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
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.