Charles Lawson is a CFP-designated registered investment advisor at Heritage Financial Network, INC., based in Concord, MA, with 32 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range from 1.00% per annum for equity portfolios to 0.60% for fixed income portfolios. Fees depend on account size and strategy, and are negotiable.
Fee Estimator
Location
97 Lowell Road, Concord, MA, 01742
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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 Activities
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
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
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