Lionel Edmonson is a CFP-designated registered investment advisor at Essex Private Wealth Management LLC, based in Hooksett, NH, with 21 years of industry experience. Lionel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 216 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for accounts over $5,000,000.
Fee Estimator
Location
Hooksett, NH
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Regulatory 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.
Employment History
Current Registrations
Essex Private Wealth Management LLC
Previous Registrations
Huntwicke Securities, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Horace Mann Investors INCBroker
State Registrations2 states
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