CP
CFA
CP
CFA

Christopher Pavamani

2 Years of Experience
Ivoryton, CT

Christopher Pavamani is a CFA-designated registered investment advisor at Essex Asset Advisors INC., based in Ivoryton, CT, with 2 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$42.3M average
Assets Under Management
$42.3M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

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.

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Location

104 Main Street Suite 1, Ivoryton, CT, 06442

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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
Essex Asset Advisors INC.
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.