Essential Asset Management, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Essential Asset Management, LLC is a registered investment advisor providing financial planning services. These services include portfolio customization based on client objectives, goals, and financial situations, as well as tailored investment advice and strategies. The firm tailors recommendations to individual needs based on client meetings and conversations.
Fee Structure
Essential Asset Management charges $150 per hour for financial planning advice, with fees negotiated and agreed upon in advance. They also offer comprehensive financial planning services for a fixed fee of $500 per plan, which may be negotiable. Clients are billed monthly for hourly services and upon completion for fixed-fee services. The firm does not accept custody of client funds or securities.
Areas of Practice
Location
167 Washington Street, Office 14, Norwell, MA, 02061