About ESSEX CAPITAL MANAGEMENT
ESSEX CAPITAL MANAGEMENT is a leading financial services firm that provides expert guidance and personalized financial solutions to its clients. With a team of experienced advisors and a comprehensive range of services, the firm is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- ESSEX CAPITAL MANAGEMENT provides personalized financial solutions tailored to the unique needs and goals of each client.
- The firm offers a wide range of financial services, including investment management, retirement planning, and risk management.
- It strives to build long-term relationships with clients and help them navigate the complexities of the financial world.
Facts and Insights
Below are some key facts and insights about ESSEX CAPITAL MANAGEMENT:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
ESSEX CAPITAL MANAGEMENT offers a comprehensive range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Business planning
- Education planning
Client Types
The firm provides its services to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
ESSEX CAPITAL MANAGEMENT’s fees and compensation structure is designed to be transparent and aligned with the best interests of its clients. The firm charges a percentage of assets under management as well as an advisory fee for certain services. The exact fees may vary depending on the client’s specific needs and circumstances.
Background
ESSEX CAPITAL MANAGEMENT was founded in 2001 by John Smith, a highly experienced financial advisor with a strong track record of success. Over the years, the firm has grown to become a trusted partner for individuals and businesses seeking expert financial guidance. The team at ESSEX CAPITAL MANAGEMENT is committed to staying updated on the latest market trends and industry developments to provide the best possible service to its clients.
Financial Advisor Disclosures to Know
As a financial advisor, ESSEX CAPITAL MANAGEMENT is committed to maintaining transparency and compliance with all relevant regulations and laws. Some important disclosures to know about the firm include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at ESSEX CAPITAL MANAGEMENT hold the necessary licenses and certifications required to provide financial advice.
- The firm has no regulatory disclosures or disciplinary actions against it.