TrueAdvisor
TrueAdvisor
EH
EH

Edgar Hernandez

One Charles Private Wealth
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
One Charles Private Wealth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
347 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$936.4M

Fee Structure

Minimum Investment:$400K

Location

99 Derby Street, Suite 100, Hingham, MA, 02043

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History

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.

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Employment History
Current Registrations
One Charles Private Wealth
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - January 2022 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - January 2022 · 1 yr 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.