Jeffrey King
Jeffrey King is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 821 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
All fee percentages are negotiable. The firm maintains a minimum portfolio size of $500,000 and a minimum annual fee of 1.00%. U.S. Treasury Bills are charged a separate flat fee of 0.50%.
Fee Estimator
Location
9 Pond Lane, Suite 3A, Concord, MA, 01742
Get directionsHistory
Regulatory History (1)
Financial
January 2019Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
Citizens Investment Services
Citizens Securities, INC.Broker
Pruco Securities, LLC.Broker
Ameriprise Financial Services, INC.Broker
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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