Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
Hooksett, NH
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 Activities
Lionel acts as a trust officer for Faith Baptist Church, reviewing investments and reporting to the church. This activity is investment-related and requires minimal time.