Michael Finn is a CFP, ChFC-designated registered investment advisor at One Charles Private Wealth, based in Hingham, MA, with 11 years of industry experience. Michael 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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