One Charles Private Wealth
Assets Under Management
$936.4M
Number of Clients
347
Number of Advisors
5
Average Client AUM
$2.7M
AUM per Advisor
$187.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
One Charles provides wealth management and discretionary investment management services, allocating assets among third-party managers, mutual funds, ETFs, bonds, and alternative investments. They also offer limited-scope financial planning and consulting services, as well as retirement plan services for corporate clients.
Fee Structure
Fees for investment management are based on a percentage of assets under management, up to 1.4% annually, and are deducted quarterly in advance. Clients are responsible for brokerage fees, custodial fees, and other transaction costs. Fees may vary based on factors like asset size and complexity of the engagement. Limited-scope financial planning fees are charged hourly or as a fixed fee, and are negotiable. Retirement plan consulting fees are also negotiable and can be a flat fee, project fee, or asset-based fee.
Areas of Practice
Location
99 Derby Street, Suite 100, Hingham, MA, 02043