William Koshivas is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 3 years of industry experience. William 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
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
William works as a warehouse associate for Yell-O-Glow Corporation, a wholesale distributor for restaurants and grocery stores, dedicating minimal time. His duties include picking customer produce orders, merchandising the retail storefront, and performing quality control on outgoing shipments.
Employment History
Current Registrations
Twelve Points Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
More Advisors
- Jeffrey KingTwelve Points Wealth Management
- David ClaymanTwelve Points Wealth Management
- Stephen Bruno, CFATwelve Points Wealth Management
- Christopher Cahill, CFPTwelve Points Wealth Management
- Barbara Maietta, CFPTwelve Points Wealth Management
- Peter Loncto, CFAMfs Institutional Advisors INC.