Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
Series 66
Industry experience
11 years
Emanuel Frangiadakis is a financial advisor at Twelve Points Wealth Management in Concord, MA, with 11 years of industry experience. He holds a Series 66 designation and has been with Twelve Points Wealth Management since 2014. Outside of advisory work, he assists in a family real estate development project called The Boulevard. Twelve Points Wealth Management provides investment advisory services, financial planning, and retirement-plan consulting to individuals, pension plans, trusts, corporations, and family offices. The firm employs a tactical allocation strategy combining fundamental and technical analysis and offers regular portfolio communications and ongoing supervision.
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
Massachusetts
Twelve Points Wealth Management
2014 - Present (12 years)
Costas Provisions
2013 - Present (13 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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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