Essex Private Wealth Management offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. Investment strategies are primarily long-term focused, using mutual funds and exchange-traded funds. Financial planning services cover investment, retirement, education savings, and charitable giving. They also provide retirement plan advisory services to company retirement plans.
Assets Under Management$330M
Clients216
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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