Charles Carroll Financial Partners

Financial Advisor in Duxbury, MA

Firm Info
Address: 374 Court St, Plymouth, MA 02360, USA
Phone: (508) 830-0600

Firm Size
Assets Under Management: $125.3 million
# of Advisors: 1
# of Clients: 54
Client to Advisor Ratio: 54:1
Average Account Size: $2.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Charles Carroll Financial Partners, LLC Overview

Charles Carroll Financial Partners LLC is a fee-only registered investment advisory firm that provides investment advice only. Since its inception in 2021, Charles Carroll Financial Partners LLC has been committed to providing clients with excellent financial planning and portfolio management services. Its headquarters are located in Kingston, MA, and it services clients in the surrounding areas. The firm is dedicated to providing personalized investment advice and consultancy services. It specializes in providing services to individuals and small businesses, and has a portfolio management service that is designed to help clients achieve their investment objectives. The firm is also proud to offer pension consulting services that ensure clients receive maximum benefits and returns from their pension schemes. Charles Carroll Financial Partners LLC prides itself on the fact that it is a fee-only registered investment advisory firm. Its fee structure is transparent and competitive, and its services are tailored to meet the individual needs of each client. The firm is committed to maintaining the highest level of ethical standards and professionalism in the industry. Clients can be confident that their investments are being handled with care and attention to detail at Charles Carroll Financial Partners LLC.

CHARLES CARROLL FINANCIAL PARTNERS, LLC provides exceptional financial services to various types of clients. These clients are mainly individuals who require assistance in managing their finances. Moreover, the firm also serves high net worth individuals who require more specialized services that cater to their unique needs. The firm offers flexible fee structures that cater to the varying needs of their clients. They charge a percentage of Assets Under Management (AUM) for clients requiring investment management services. This fee structure is based on a percentage of the total value of assets that the firm manages for the client. Furthermore, CHARLES CARROLL FINANCIAL PARTNERS, LLC offers an hourly fee structure, which is ideal for clients seeking limited financial advice and services. Lastly, the firm also offers fixed fees for services that are provided on a one-time basis. These fixed fees are agreed upon before services are rendered, ensuring transparency and fairness. Overall, the firm's fee structures are designed to meet the diverse financial needs of their clients.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure for CHARLES CARROLL FINANCIAL PARTNERS, LLC, the firm does not mention an investment minimum.

How This Office Can Help Duxbury, MA Residents

Apex Wealth Advisors - Ameriprise Financial Services, LLC provides expert financial advice and planning services to clients in Sonoma County, CA. With years of experience serving the region, their team understands the unique financial challenges and opportunities facing individuals and families in the area. Sonoma County is home to a robust and diverse economy, but residents still face many financial challenges. Wealth management and retirement planning are particularly important for Sonoma County residents, who often have high living expenses and are exposed to fluctuating markets. Additionally, many Sonoma County residents are invested in the wine or tourism industries, which can be unpredictable and require specialized financial planning. Apex Wealth Advisors - Ameriprise Financial Services, LLC provides personal and comprehensive financial planning services to help clients navigate these challenges and achieve their financial goals.


Services Offered by Charles Carroll Financial Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Charles Carroll Financial Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 374 Court St, Plymouth, MA 02360, USA
Phone (508) 830-0600
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 17 ROCKY NOOK AVENUE, KINGSTON, MA 2364, United States

This firm has no other locations.

State Registrations

Charles Carroll Financial Partners, LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire
  • Virginia

Disciplinary History

Charles Carroll Financial Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.