Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
109 advisors
Number of Clients
3,632 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$10.0B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
MWM’s maximum annual cumulative Investment Management fee is 1.50%. MWM may have legacy agreements in place via mergers with other firms with fee and service schedules that are different.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
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Contact
Carroll William Hayes
Location
770 Legacy Place, Suites 53 and 55, Dedham, MA, 02026
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mission Wealth Management, LP
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Charles Carroll Financial Partners, LLC
August 2008 - March 2024 · 15 yrs 7 mos
Strategic Advisers, INC.
November 1994 - July 2008 · 13 yrs 8 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Currently serves on the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. Disciplinary & Ethics Commission.
Contact
Carroll William Hayes