JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
212 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$293.6M
Fee Structure
Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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 over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:Up to $250/hr
Essex Private Wealth Management charges a fee based on assets under management for wealth management services, which includes both investment management and financial planning. For standalone financial planning, they charge $250 per hour, which may be negotiable. Fees are negotiable at the sole discretion of the advisor. Certain legacy clients may have different fee schedules.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
7 Grove Street, Suite 201, Topsfield, MA, 01983
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Huntwicke Securities, LLCBroker
September 2016 - Present · 9 yrs 4 mos
Essex Private Wealth Management LLC
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Sentinel Pension Advisors INC
October 2013 - August 2016 · 2 yrs 10 mos
Sentinel Securities, INC.Broker
October 2013 - August 2016 · 2 yrs 10 mos
Strategic Advisers, INC.
July 2008 - September 2013 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
September 2007 - September 2013 · 6 yrs
Fidelity Investments Institutional Services Company, INC.Broker
July 1994 - August 2007 · 13 yrs 1 mo
Fidelity Brokerage Services, INC.Broker
November 1993 - July 1994 · 8 mos
Keystone Distributors, INC.Broker
July 1992 - December 1993 · 1 yr 5 mos
First Investors CorporationBroker
July 1987 - July 1988 · 1 yr
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.