Tracey Hartford is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 2 years of industry experience. Tracey 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.
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Tracey is an alternate member of the Zoning Board of Appeals for the Town of Georgetown and serves on the Harborlight Homes Advisory Board. She is also a sponsorship committee member of the Construction Financial Management Association (CFMA) of Massachusetts, and a Director and Coach for the Georgetown Athletic Association softball league, dedicating a few hours per week outside of trading hours.
Employment History
Current Registrations
Twelve Points Wealth Management
State Registrations1 state
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