Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.65% to 1.85% annually, depending on the advisor, client type, and complexity. Fees are negotiable. Financial planning and consulting services are offered at $150-$500 per hour or a fixed fee of $1,500-$100,000, also negotiable. Retirement plan advisory fees range from 0.20% to 1.00% annually or a flat rate between $4,000 and $50,000.
Areas of Practice
Advisor Information
Office location
167 Washington Street, Norwell, MA, 02061
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent. He is also a Managing Member of Essential Asset Management, LLC, a Registered Investment Advisor, since 2011.