Assets Under Management
$293.6M
Number of Clients
212
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$73.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Essex Private Wealth Management provides customized investment advisory solutions through continuous client contact. Services include wealth management, investment management, and financial planning. They construct portfolios primarily of mutual funds and ETFs, and may use individual stocks and bonds.
| Assets Under Management | 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 amounts over $5,000,000.
7 Grove Street, Suite 201, Topsfield, MA, 01983