Tracey Hartford is a registered investment advisor at Twelve Points Wealth Management, based in Concord, MA, with 3 years of industry experience. Tracey 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
Tracey is an alternate member of the Zoning Board of Appeals for the Town of Georgetown and serves on the Harborlight Homes Advisory Board. She is also a sponsorship committee member of the Construction Financial Management Association (CFMA) of Massachusetts, and a Director and Coach for the Georgetown Athletic Association softball league, dedicating a few hours per week outside of trading hours.
Employment History
Current Registrations
Twelve Points Wealth Management
State Registrations1 state
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Exams
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