ONE CHARLES PRIVATE WEALTH

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

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 Status	Approved
Firm CRD#	286635
SEC#	801-109973
Assets Managed by Firm	$715,146,202
No. of Clients	342
No. of Advisors	9

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 Clients	AUM
Firm Total	342	$715,146,202
Individuals (other than high net worth individuals)	154	$58,449,489
High net worth individuals	151	$529,629,923
Pension and profit sharing plans	8	$14,523,237
Charitable organizations	1	$2,421,692
Corporations or other businesses	14	$11,938,814

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