Charles Hoilman
Charles Hoilman is a registered investment advisor at Mha Financial CORP, based in Westwood, MA, with 55 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 138 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Firm also offers a flat rate option of 2.0% on investable assets. Fees may be negotiable.
Fee Estimator
Location
Westwood, MA
Get directionsHistory
Regulatory History
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.
Employment History
Current Registrations
Mha Financial CORP
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Mha Financial CORP
Mha Financial CORP
Mha Financial CORPBroker
Travelers Equities Sales, INC.Broker
U. S. Boston Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ryan Mee, CFPStrategic Advisers LLC
- Christopher Valley, CFACitizens Securities, INC.
- Joshua Devereaux, CFPStage Harbor Financial
- David Sousa, ChFCLPL Financial LLC
- Charles Bean, ChFCSavant Wealth Management
- Sammy Azzouz, CFPSavant Wealth Management