Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
Series 65, Series 66
Industry experience
20 years
Jeffrey King is a financial advisor at Twelve Points Wealth Management in Concord, MA, with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Citizens Securities, Prudential Insurance, Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Twelve Points Wealth Management offers discretionary and non-discretionary investment advisory services, financial planning, and retirement-plan consulting to individuals, pension plans, trusts, corporations, accredited investors, and family offices. The firm employs a tactical allocation strategy combining fundamental and technical analysis, managing approximately $1.7 billion across more than 500 client relationships.
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 · Texas
Twelve Points Wealth Management
2021 - Present (5 years)
Citizens Securities INC.
2019 - 2021 (2 years)
The Prudential Insurance Company of America
2018 - 2019 (1 year)
Pruco Securities, LLC
2018 - 2019 (1 year)
Ameriprise Financial Services
2016 - 2018 (2 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
Citigroup Global Markets INC
2008 - 2016 (8 years)
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