Essex Review

Trust Score 96%
Trust Score info_outline

Essex, federally registered in 1997, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Essex manages $285.3 million and provides investment advisory services for 420 clients (1:84 advisor/client ratio).

Fees may vary. Please contact advisor.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 21 years


  • There is only one licensed advisor for every 84 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing

Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact advisor.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $679,311
Hybrid Advisor No
Disciplinary History No
Total AUM $285.3 million
Advisor / Client Ratio 1:84
Headquarters Deer Park, IL
SEC Filings Forms and Brochures

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