Top financial advisors in Deer Park, IL
We’ve curated a list of the best financial advisors in Deer Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$448,124,669
Number of advisors
10 advisors
| $448,124,669 | 10 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 Deer Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Deer Park. 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.
Essex LLC
Essex, LLC is a registered investment adviser with the United States Securities and Exchange Commission, established in 1997 by James W. Hartwell and Arthur A. Freedman. The firm's team comprises experienced professionals with backgrounds in investment management, tax, and estate planning. Essex, LLC primarily offers investment management services, acting as a fiduciary and providing advice in clients' best interests. The firm manages client accounts on a discretionary and non-discretionary basis, constructing investment portfolios tailored to individual objectives, time horizons, and risk tolerances. Clients have varying fee structures based on assets under management, with fees ranging from 1-1.75% annually. The firm's investment philosophy involves analyzing economic indicators, fundamental and technical analysis, annual reports, and sector analysis to manage risk and optimize portfolio performance. Essex, LLC has a comprehensive Code of Ethics, ensuring transparency, compliance, and client protection. The firm does not participate in performance-based fees, maintains custody of client assets through Charles Schwab & Co., Inc., and provides a privacy policy to safeguard client information. Essex, LLC offers investment discretion, allowing clients to authorize trades and disbursements, and provides voting guidelines for client securities. The firm's commitment to client privacy and compliance with the Gramm Leach Bliley Act underscores its dedication to maintaining confidentiality and data security.
$448,124,669 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Deer Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Deer Park. 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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