Essex, LLC is a registered investment advisor that manages investment portfolios and provides personalized financial and tax consulting for individuals, families, trusts, and business retirement plans. The team consists of experienced professionals, including Certified Financial Planners and Certified Public Accountants, who build customized portfolios using stocks, exchange-traded funds, bonds, and mutual funds. Essex manages accounts on both a discretionary and non-discretionary basis, meaning they can make trades on your behalf or consult with you first depending on your preference. In addition to investment management, the firm offers hourly consultations on tax and estate matters, and utilizes third-party platforms to help manage outside retirement accounts.
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.