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
Cherish works as a Client Relationship Manager and handles insurance business for Essex Financial, dedicating nearly full-time hours. She is also an insurance agent for Essex Financial Services, selling life insurance and fixed annuities, which takes a few hours per week. Additionally, Cherish is a Registered Representative with The Leader's Group, spending about 10-20% of her time on this.