Edward Connolly is a CFP-designated registered investment advisor at Essex LLC, based in Deer Park, IL, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 608 clients with $650M 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 | 1.75% |
The usual fee is 1% per year, but can range up to 1.75% depending on the advisor and services. Fees are negotiable based on account size and engagement.
Fee Estimator
Location
21805 Field Parkway, Suite 340, Deer Park, IL, 60010
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Essex LLC
Previous Registrations
Iron Financial LLC
State Registrations1 state
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.
Exams
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