Charlise Whiteside
Charlise Whiteside is a CFP-designated registered investment advisor at Stonehaven Private Wealth Management LLC, based in Manchester By the Sea, MA, with 14 years of industry experience. Charlise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 11 clients with $12M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Annual fees are negotiable. Households may be combined for a reduced rate.
Fee Estimator
Location
Manchester By the Sea, 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
Charlise is a licensed insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Stonehaven Private Wealth Management LLC
Previous Registrations
Morgan Stanley
State Registrations3 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.