Robert Natale is a registered investment advisor at Twelve Points Wealth Management, based in Boston, MA, with 7 years of industry experience. Robert 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
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
Vista Way Advisors
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, 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.