David
Clayman
Twelve Points Wealth Management
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About this Advisor
David Clayman is a financial advisor operating in Concord, Massachusetts with a total of 9 years of industry experience. Clayman is currently employed by Twelve Points Wealth Management. Their career trajectory has included roles at Twelve Points Wealth Management, Morgan Stanley Smith Barney and Funded & Final LLC. Clayman holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Massachusetts, New Hampshire and Texas. Twelve Points Wealth Management is a registered investment firm that has its headquarters in Concord, MA. The firm has a total of 17 people on staff. It oversees $834 million in assets under management among its 1,140 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 1,140 client accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely depend on the services. Fees charged by Twelve Points Wealth Management likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Twelve Points Wealth Management Brokerage Details
$833,663,895
17
1,140
$731,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Clayman Work History
David has been registered as a financial advisor for 9 years.*
Funded & Final LLC
Twelve Points Wealth Management
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Clayman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Twelve Points Wealth Management
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
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