Essex Asset Management Group works with clients to create personalized investment portfolios based on their goals, risk tolerance, and time horizon. They use various securities like bonds, ETFs, mutual funds, and stocks. Essex also offers financial planning services to evaluate a client's financial situation, goals, and risk tolerance, covering areas like retirement, education, and estate planning. Clients are not required to implement recommendations through Essex.
Assets Under Management$52M
Clients86
Advisors2
Avg. per Client$610K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee ranges from 0.5% to 1.0% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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