Essex, LLC is a registered investment advisor offering investment management services and advice on tax and estate matters. Essex manages client accounts on both a discretionary and non-discretionary basis, investing in stocks, ETFs, bonds, and mutual funds. The firm uses economic indicators, fundamental analysis, and technical analysis to construct client portfolios. Essex also offers a third-party platform (Pontera) to manage held-away assets.
Fee Structure
Essex, LLC charges a percentage of your portfolio each year, ranging from 1% to 1.75%, paid quarterly in advance. The fee is based on the value of your account on the first day of each calendar quarter. If you deposit or withdraw funds during the quarter, the fee will be adjusted accordingly. The fees may be negotiable depending on the size and nature of the engagement.