Essex Financial provides wealth management services through personal contact and investment management using mutual funds, ETFs, individual stocks, bonds, and third-party managers. They also offer financial planning services covering investments, retirement, savings, and insurance. Essex Financial also provides retirement plan advisory services to plan sponsors.
Fee Structure
Essex Financial charges a percentage of your portfolio annually for wealth management services. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of your situation, the amount you invest, and your overall relationship with Essex Financial. Fees are paid quarterly in advance. Additional fees are charged for third-party managed account programs, not to exceed 2.00% in total.