Essex Advisory provides financial planning and investment management services to individuals, high-net-worth individuals, businesses, and financial institutions. Essex Advisory tailors its investment strategies to each client's goals, risk tolerance, and time horizon. Financial planning covers retirement, cash flow, education funding, estate planning, and insurance needs.
Assets Under Management$7.8M
Clients2
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Asset management fees may be negotiated and are subject to the limits disclosed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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