Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans range from $800 to $2,500, negotiable based on complexity. Retainer agreements range from $1,200 to $5,000 annually, also negotiable. Investment management fees are either a scaled rate or a flat 2% of assets under management. Hourly planning agreements range from $200 to $250 per hour. Fees are negotiable, but will not exceed 3% of assets under management per year.
Areas of Practice
Advisor Information
Office location
Westwood, MA
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an investment advisor representative at MHA Financial Corp and an attorney at M&A Counselors and Fiduciaries LLC, taking about a quarter of his time. He also owns several businesses including Four Points Insurance Agency LLC, Snowy Pines Trading LLC, Wild Blue Investments Inc, and has an individual broker contract with Mass Mutual Insurance Co.