Paul Squarcia
Paul Squarcia is a registered investment advisor at One Charles Private Wealth, based in Hingham, MA, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 347 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
99 Derby Street, Suite 100, Hingham, MA, 02043
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Paul owns rental property in Marathon, FL, managed by a real estate company. He is also a founding partner of One Charles Private Wealth, an SEC Registered RIA, and provides investment management advice, dedicating significantly more than full-time hours to this role. Paul also researches and implements fixed insurance products for clients, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
One Charles Private Wealth
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
One Charles Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.