Andrew Mcgill
Andrew Mcgill is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 7 years of industry experience. Andrew 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
Get directionsHistory
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
Andrew receives trailing commissions from previous insurance sales since 2018. This activity requires minimal time.
Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.