How does the advisor help clients – Key Takeaways:
ESSEX RIDGE CAPITAL GROUP, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. They offer a range of services and cater to different client types, making them a versatile choice for individuals and businesses alike.
- They provide personalized financial solutions based on individual needs and goals.
- They have a team of experienced professionals who are well-versed in the financial industry.
- They have a strong track record of helping clients grow their wealth and achieve financial success.
- They offer a wide range of financial services, including investment management, retirement planning, and risk management.
Facts and Insights
Below are some key facts and insights about ESSEX RIDGE CAPITAL GROUP, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers demonstrate the firm’s stability and success in managing their clients’ assets. With $500 million in assets under management and 15 years in business, ESSEX RIDGE CAPITAL GROUP, LLC has proven to be a reliable and reputable financial advisor.
Financial Services Offered
ESSEX RIDGE CAPITAL GROUP, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance services
Their team of advisors works closely with their clients to create personalized financial plans that are tailor-made to their specific needs and goals.
Client Types
ESSEX RIDGE CAPITAL GROUP, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
This shows the firm’s ability to adapt to different client needs and provide customized solutions for each of them.
Fees & Compensation
ESSEX RIDGE CAPITAL GROUP, LLC operates on a fee-only model, meaning they do not earn commissions from selling financial products.
Their fees are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with those of their clients. This fee structure also removes any potential conflicts of interest, as the firm’s only source of compensation is the fee they receive from their clients.
Background
ESSEX RIDGE CAPITAL GROUP, LLC was founded in 2006 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent advisory firm.
Their team of advisors has a strong background in finance and brings a wealth of knowledge and experience to the table. They are committed to providing top-quality financial services and helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, ESSEX RIDGE CAPITAL GROUP, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against them.
According to their most recent Form ADV filing, the firm does not have any disclosures to report. This means that they have a clean record and have not faced any legal or regulatory issues that could impact their ability to serve their clients effectively.
In summary, ESSEX RIDGE CAPITAL GROUP, LLC is a trusted and experienced financial advisor that offers a range of services to help clients achieve their financial goals. Their client-centric approach, diverse range of services, and clean record make them a top choice for individuals and businesses looking for professional financial guidance.