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
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
James is a Financial Advisor and VP of Sales at Essex Financial, also involved in insurance business, dedicating full-time hours to this role. He is also a Registered Representative with The Leader's Group, spending about 10-20% of his time there, and an insurance agent for Essex Financial Services, dedicating a few hours per week to life insurance and fixed annuity sales.