Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
Series 63, Series 65
Industry experience
7 years
Robert Natale is a financial advisor at Twelve Points Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Blake Capital Group and Columbia Management Investment Distributors Inc. Natale is also the founder of North Square Capital, where he focuses on educating and raising capital for a private real estate debt fund. 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, and family offices. The firm employs a tactical allocation strategy that combines fundamental and technical analysis, with an emphasis on regular, written 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
2025 - Present (1 year)
Blake Capital Group
2024 - 2025 (1 year)
Cameron Real Estate Group
2022 - Present (4 years)
North Square Capital
2022 - Present (4 years)
Gibson Sotheby's
2022 - 2022 (1 year)
Cross Country Mortgage
2022 - 2022 (1 year)
Key Realty Group
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Own Up
2020 - 2021 (1 year)
Extended Travel
2019 - 2019 (1 year)
Columbia Management Investment Distributors Inc
2014 - 2019 (5 years)
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Is active or affiliated with:
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Is not active or affiliated with:
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Bank
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Trust company
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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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