Joseph Montana is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 14 years of industry experience. Joseph 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
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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 →Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
MML Investors Services, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Alliance Benefit Group
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
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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