Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
Series 65
Industry experience
< 1 year
Joseph Belsanti is a financial advisor at Twelve Points Wealth Management with a Series 65 license and one year of industry experience. Prior to joining Twelve Points, he worked in education at Middlesex School and Hale Middle School and studied at Bryant University. He is also involved with Twelve Points Academy. Twelve Points Wealth Management provides 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 and emphasizes regular written communications and ongoing portfolio 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
2025 - Present (1 year)
Twelve Points Academy
2025 - Present (1 year)
Bryant University
2021 - 2025 (4 years)
Unemployed
2021 - 2021 (1 year)
Middlesex School
2017 - 2021 (4 years)
Hale Middle School
2014 - 2017 (3 years)
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Accountant / CPA / tax prep
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