Assets Under Management
$936.4M
Number of Clients
347
Number of Advisors
5
Average Client AUM
$2.7M
AUM per Advisor
$187.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
One Charles offers wealth management and discretionary investment management services, allocating assets among third-party managers, mutual funds, ETFs, and alternative investments. They also provide limited-scope financial planning and consulting services. Retirement plan services are offered to corporate clients.
99 Derby Street, Suite 100, Hingham, MA, 02043