Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
Series 63, Series 66
Industry experience
15 years
David Clayman is a financial advisor at Twelve Points Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Twelve Points since 2014. Outside of his advisory role, he is a member of Funded & Final LLC, a car collection group, and is involved with the Legacy Advisors Network, an advisory firm collaboration organization. Twelve Points Wealth Management offers discretionary and non-discretionary investment advisory services, financial planning, and retirement-plan consulting to individual and institutional clients. The firm uses a tactical allocation strategy combining fundamental and technical analysis and provides regular, detailed portfolio communications.
Based on Twelve Points Wealth Management
Based on Twelve Points Wealth Management
Minimum fixed fee for financial planning is $5,000, negotiable
$0 - $5,000,000: 1.00%/Negotiable (wrap program) $5,000,001 - $15,000,000: 0.60%/Negotiable (wrap program) $15,000,001+: 0.40%/Negotiable (wrap program) $0 - $1,000,000: 0.500% (retirement plan advisory) $1,000,001 - $5,000,000: 0.400% (retirement plan advisory) $5,000,001 - $10,000,000: 0.250% (retirement plan advisory) $10,000,001 - $20,000,000: 0.200% (retirement plan advisory) $20,000,001 - $50,000,000: 0.100% (retirement plan advisory) $50,000,001 - $100,000,000: 0.050% (retirement plan advisory) $100,000,001 - $500,000,000: 0.025% (retirement plan advisory) $500,000,001 - $1,000,000,000: 0.010% (retirement plan advisory) $1,000,000,001+: Negotiable (retirement plan advisory)
$400 to $1,000 per hour depending on planner, negotiable
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for wrap program and financial planning services Fee-only: Financial planning fixed fees starting at $5,000; hourly fees between $400 and $1,000
9 Pond Lane, Suite 3 A
Concord, MA 01742
Alabama · Massachusetts · New Hampshire · Texas
Funded & Final LLC
2022 - Present (4 years)
Twelve Points Wealth Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Accountant / CPA / tax prep
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Lawyer
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