Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
CFP®
Industry experience
1 year
Igor Tiguy is a CFP® professional with over a decade of experience in the financial advisory industry. He is currently with Twelve Points Wealth Management and is the founder of Director of Alternatives, LLC, an alternative investment consulting firm serving RIAs. Twelve Points Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and retirement-plan consulting to a diverse client base, including high net worth individuals, pension plans, trusts, corporations, accredited investors, and family offices. The firm employs a tactical allocation strategy that integrates fundamental and technical analysis and emphasizes 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
Massachusetts
Twelve Points Wealth Management
2024 - Present (2 years)
Director of Alternatives, LLC
2022 - Present (4 years)
Palo Alto Wealth Management
2022 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Twelve Points Wealth Management
2018 - 2021 (3 years)
Twelve Points Wealth Management
2014 - 2018 (4 years)
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