One Charles offers wealth management and investment management services, allocating client assets among various third-party managers, mutual funds, exchange-traded funds (ETFs), bonds, and alternative investment managers. One Charles tailors its services to each client's needs and goals. They also offer limited-scope financial planning and consulting services. One Charles is part of Focus Financial Partners, LLC.
Assets Under Management$940M
Clients347
Advisors5
Avg. per Client$2.7M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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