One Charles Private Wealth
One Charles Private Wealth (CRD# 286635) is a financial advisory firm headquartered in Hingham, MA. They manage $715,146,202 in 342 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management715MILLION
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Total Number of Accounts342ACCOUNTS
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Average Account Value$2,091,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, CT, FL, ID, MA, MT, NH, NY, RI, TX, VA
Paul Squarcia (CRD# 4196537) is an Investment Advisor Representative working at One Charles Private Wealth in Hingham, MA and has over 23 years of experience in the finance industry.
Erik Wallin (CRD# 4406538) is an Investment Advisor Representative working at One Charles Private Wealth in Hingham, MA and has over 19 years of experience in the finance industry.
Carter Scheetz (CRD# 6392385) is an Investment Advisor Representative working at One Charles Private Wealth in Hingham, MA and has over 8 years of experience in the finance industry.