Christopher Cahill
Christopher Cahill is a CFP-designated registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 561 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Twelve Points Wealth Management charges an all-inclusive annual fee based on the value of your portfolio. This fee covers investment advice, brokerage services, custody, and reporting. The fee schedule is as follows:
- Under $5,000,000: 1.00% (negotiable)
- $5,000,001 - $15,000,000: 0.60% (negotiable)
- Over $15,000,001: 0.40% (negotiable)
The firm has a minimum asset level of $500,000 and a minimum fee level of 1.00%.
Location
9 Pond Lane, Suite 3A, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is a fixed life, health, and disability insurance broker and offers life settlements, dedicating minimal time to these activities. He also serves on the board of the Medfield Legacy Fund, co-manages Cahill Meadows LLC (a family real estate LLC), and manages Hancock Hill LLC, which owns commercial real property.
Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
Shepherd Kaplan LLC
Lincoln Financial Advisors Corporation
State Registrations1 state
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