Annmarie
Strohsahl
One Charles Private Wealth
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About this Advisor
Annmarie Strohsahl is a certified financial planner who works in Fort Lauderdale, Florida, with a total of 1 year of relevant experience. Strohsahl works at One Charles Private Wealth. Strohsahl has gained experience at J P Turner & Company LLC, Florida State University, Equinoxe Alternative Investments Services, Kurt Mattson, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Morgan Stanley, Voya Investment Management, Voya Investments Distributor, LLC, Voya Investment Management Co. LLC, Your Luxury Buckhead, LLC, Macy'S, The Leaders Group, Inc, Xception Advisory Group, Atlantic Wealth Partners, LLC, One Charles Private Wealth and Purshe Kaplan Sterling Investments. Strohsahl has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Florida. One Charles Private Wealth is a registered investment company that has its headquarters in Hingham, MA. The firm has just five advisors. It has $622 million in total assets between its 318 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 318 accounts, 42% are associated with high-net-worth investors who have greater than $1 million in investable assets. One Charles Private Wealth performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by One Charles Private Wealth likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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One Charles Private Wealth Brokerage Details
$621,857,662
5
318
$1,955,527
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Annmarie Strohsahl Work History
Annmarie has been registered as a financial advisor for 1 years.*
One Charles Private Wealth
Purshe Kaplan Sterling Investments
The Leaders Group, Inc
Xception Advisory Group
Atlantic Wealth Partners, LLC
Voya Investment Management
Voya Investments Distributor, LLC
Voya Investment Management Co. LLC
Your Luxury Buckhead, LLC
Macy'S
Morgan Stanley
Northwestern Mutual Wealth Management Company
Kurt Mattson
Northwestern Mutual Investment Services LLC
Kurt Mattson
J P Turner & Company LLC
Equinoxe Alternative Investments Services
Florida State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Annmarie Strohsahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at One Charles Private Wealth
Hingham, MA
Hingham, MA
Fort Lauderdale, FL
Hingham, MA
Hingham, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
