Joseph Montana is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 561 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Twelve Points Wealth Management charges an all-inclusive annual fee based on the value of your portfolio. This fee covers investment advice, brokerage services, custody, and reporting. The fee schedule is as follows:
- Under $5,000,000: 1.00% (negotiable)
- $5,000,001 - $15,000,000: 0.60% (negotiable)
- Over $15,000,001: 0.40% (negotiable)
The firm has a minimum asset level of $500,000 and a minimum fee level of 1.00%.
Location
9 Pond Lane, Suite 3A, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
MML Investors Services, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Alliance Benefit Group
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
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