Essex Asset Advisors provides investment management services, primarily focusing on fixed income investments. Essex manages portfolios tailored to client objectives and risk tolerance. Essex also manages the Ivoryton Opportunity Fund and the Ivoryton Rated Opportunity Fund. Essex generally manages investments on a discretionary basis.
Assets Under Management$42M
Clients1
Advisors2
Avg. per Client$42M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Essex Asset Advisors charges a fee based on the value of your portfolio, generally ranging from 0.25% to 2% per year, paid quarterly. Fees may be negotiable. In addition, Essex may charge a performance-based fee that may range from 10% to 30% of net capital appreciation, paid annually.
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