Francesca Federico is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 15 years of industry experience. Francesca 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 →Other Business Activities
Francesca is the owner of USA 500 Clubs, a networking organization, and spends minimal time recruiting new members. She is also a board member of Massachusetts Restaurants United, dedicating a few hours per week to networking and business development.
Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
Morgan Stanley
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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