Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Essential Asset Management, LLC is a registered investment advisor providing financial planning services. They tailor recommendations based on client's investment objectives, goals, and financial situation. They do not provide portfolio management services to wrap fee programs.
Comprehensive financial planning services are offered for a fixed fee of $500 per plan. Hourly financial planning advice is billed at $150 per hour. Fees are negotiable.
167 Washington Street, Office 14, Norwell, MA, 02061