Essex Ridge Capital Group offers investment advice and supervisory services, primarily focusing on equity securities, debt securities, and mutual funds. They assist clients with asset allocation, selecting investment managers, and monitoring their performance. Essex Ridge serves high-net-worth individuals, institutions, and investment companies, managing their investments on a discretionary basis.
Assets Under Management$150M
Clients7
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.