Daniel Shane is a CFA-designated registered investment advisor at Essex Asset Advisors INC., based in Ivoryton, CT, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Essex Asset Advisors charges a fee based on the value of your portfolio, generally ranging from 0.25% to 2% per year, paid quarterly. Fees may be negotiable. In addition, Essex may charge a performance-based fee that may range from 10% to 30% of net capital appreciation, paid annually.
Location
104 Main Street Suite 1, Ivoryton, CT, 06442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Essex Asset Advisors INC.
State Registrations1 state
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