Advisor at Twelve Points Wealth Management
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Firm
Twelve Points Wealth Management
Location
Concord, MA 01742
Credentials
CFA®, Series 63, Series 66
Industry experience
5 years
Stephen Bruno is a CFA® charterholder with four years of industry experience. He is currently a financial advisor at Twelve Points Wealth Management, where he has worked since 2019. Prior to that, he spent ten years at Resilient Energy Capital. Twelve Points Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and retirement-plan consulting to a diverse client base including 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 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
2021 - Present (5 years)
Measured Wealth Private Client Group, LLC
2019 - 2021 (2 years)
Resilient Energy Capital
2009 - 2019 (10 years)
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