Twelve Points Wealth Management, LLC provides personalized investment management and financial planning services to individuals, high net worth investors, families, trusts, and business owners. Twelve Points Wealth Management offers both discretionary and non-discretionary investment management, building custom portfolios using exchange-listed securities, mutual funds, exchange-traded funds, corporate and municipal bonds, U.S. Treasury securities, and private investment funds. The firm utilizes tactical allocation strategies and can incorporate Environmental, Social, and Governance considerations or interval funds upon request. Investment management fees generally include financial planning and consulting services for retail clients. The firm also offers standalone financial planning services and retirement plan advisory services. Twelve Points Wealth Management operates primarily on a bundled wrap fee basis, partnering with major custodians such as Charles Schwab, Fidelity, and Goldman Sachs.
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%.