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ONE CHARLES PRIVATE WEALTH

99 Derby Street
Suite 100
Hingham, Massachusetts 02043
Tel: 617-337-4208

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About ONE CHARLES PRIVATE WEALTH

ONE CHARLES PRIVATE WEALTH, formally registered with the SEC as ONE CHARLES PRIVATE WEALTH. The firm was established in 02/15/2017. They have over 2 offices throughout the country.

ONE CHARLES PRIVATE WEALTH is a Hingham, Massachusetts based Financial Planning firm with nearly $715,146,202 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#286635
SEC#801-109973
Assets Managed by Firm$715,146,202
No. of Clients342
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CREDIT & CASH MGMT AND INSURANCE SOLUTIONS)

Firm Client Information

No. of ClientsAUM
Firm Total342$715,146,202
Individuals (other than high net worth individuals)154$58,449,489
High net worth individuals151$529,629,923
Pension and profit sharing plans8$14,523,237
Charitable organizations1$2,421,692
Corporations or other businesses14$11,938,814

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