Top financial advisors in Essex, CT
We’ve curated a list of the best financial advisors in Essex, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$132,927,521
Number of advisors
8 advisors
| $132,927,521 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Essex, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Essex. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Alchemi Wealth, LLC
Alchemi Wealth, LLC is a registered investment adviser based in Essex, CT, providing investment advisory services since 2020. The firm offers investment management and financial planning services with discretionary and non-discretionary authority. Alchemi's investment management services include creating customized portfolios with individual stocks, bonds, ETFs, and funds, tailored to meet client goals. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients have the option to grant discretionary authority for transactions or make decisions on a non-discretionary basis. Alchemi manages approximately $234,853,789 in client assets on a discretionary basis. The fee structure for investment management services ranges from 0.75% to 1.50% annually, with negotiable fees based on account size and services needed. Financial planning services are offered at a negotiable hourly fee of up to $400 or a fixed fee of up to $5,000, depending on the scope and complexity of the client's financial situation. Alchemi does not have an account minimum and uses Charles Schwab & Co., Inc. as its custodian. The firm has a Code of Ethics in place, ensuring integrity, competence, and ethical conduct. Alchemi does not accept performance-based fees or participate in side-by-side management. The firm discloses any material conflicts of interest and maintains strict confidentiality and security measures for client information.
$132,927,521 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Essex, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Essex. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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