One Charles Private Wealth Services, LLC is a large advisory firm based in Hingham. It manages $818.49 million of regulatory assets for 2,404 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Florida, and 8 other states.
One Charles Private Wealth Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of One Charles Private Wealth Services, LLC is $818.49 million. The firm's AUM has grown by 214% since the beginning of its operation, and $6.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay One Charles Private Wealth Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of One Charles Private Wealth Services is high net worth individuals with 232 clients and $618.25 million of assets under management. Among the 9 most similar advisory firms, One Charles Private Wealth Services has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $816.42 million for 536 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
One Charles Private Wealth Services doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Eugene Neeley has served as the Chief Investment Officer since 1 Jul 2019. Todd Macarthur Douma joined the executive team most recently as the Principal & Senior Adviser.
The principal office where One Charles Private Wealth Services, LLC performs its advisory services is located at 99 Derby Street, Hingham, MA 02043, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-337-4208. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at onecharlespw.com/ and its LinkedIn profile.