Essential Asset Management offers financial planning services tailored to each client's individual needs, investment objectives, goals, and financial situation. They provide recommendations for portfolio customization and investment strategies. Essential does not manage investment portfolios directly; instead, they may recommend Bay Colony Advisors for portfolio management services.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $500. Fees may be negotiable.
One-Time Plan:$500
Hourly Rate:$150/hr
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