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One Charles Private Wealth
Hingham, Massachusetts
One Charles Private Wealth is a reputable investment advisory firm located in Hingham, MA, with two well-established offices. With a dedicated team of five experienced professionals, the firm is solely focused on providing top-notch investment advisory services. Each advisor at One Charles Private Wealth manages an average of $124,370,000 in assets under management, which aligns with the industry average.
The firm offers a diverse compensation structure to cater to clients' unique needs, including a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are allo...see more
Assets Under Mgmt
$621.86M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other: CREDIT & CASH MGMT AND INSURANCE SOLUTIONS
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
- Other Financial product salesperson
Reviews for One Charles Private Wealth
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