Charles Lawson is a CFP-designated registered investment advisor at Heritage Financial Network, INC., based in Concord, MA, with 31 years of industry experience. Charles 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 37 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heritage Financial Network charges a quarterly fee for managing your investments. The annual fee ranges from 1.00% for equity portfolios to 0.60% for fixed income portfolios. The fee depends on the investment strategy's complexity and the size of your account. These fees may be negotiable.
Location
97 Lowell Road, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles works as an ice skating instructor, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Heritage Financial Network, INC.
State Registrations1 state
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