Essex Financial Services, INC.
Assets Under Management
$3.8B
Number of Clients
2,967
Number of Advisors
32
Average Client AUM
$1.3M
AUM per Advisor
$118.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Essex Financial offers investment advisory services to individuals, high net worth individuals, corporations, and other entities. Services include wealth management, financial planning, and retirement plan advisory services. Investment strategies are primarily long-term focused, utilizing diversified mutual funds and ETFs.
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
Location
176 Westbrook Road, Essex, CT, 06426