Erik Wallin
Erik Wallin is a registered investment advisor at One Charles Private Wealth, based in Hingham, MA, with 21 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 347 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The advisory fee percentage charged to a client may be up to 1.4% on an annual basis. Fees for discretionary investment management services are deducted directly from client accounts quarterly, in advance.
Fee Estimator
Location
99 Derby Street, Suite 100, Hingham, MA, 02043
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Erik is a managing partner at One Charles Private Wealth, an RIA, dedicating full-time hours to portfolio and strategy management. He is also an insurance agent with PKS Financial, researching and implementing fixed insurance products for clients, which takes about 10-20% of his time.
Employment History
Current Registrations
One Charles Private Wealth
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
One Charles Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.