Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Essex Financial charges investment management fees ranging from 0.50% to 1.50% annually, based on factors like the scope and complexity of services, asset level, and overall relationship. Financial planning services are offered on an hourly basis ($75-$250/hour) or a fixed fee ($250-$5,000). The firm generally requires a minimum account size of $250,000.
Areas of Practice
Advisor Information
Office location
176 Westbrook Road, Essex, CT, 06426
Get directionsRegulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
David is an insurance agent for Essex Financial Services Inc, selling life insurance and fixed annuities, dedicating minimal time to this. He is also an adjunct professor of finance at Central CT State University (about a quarter of his time), an EMT (about a quarter of his time), and a marine operator for the Old Saybrook Police Department (about 10-20% of his time).