Top financial advisors in Essex Junction, VT
We've curated a list of the best financial advisors in Essex Junction, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $116,755,029 Number of advisors 1 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.
Get matched with an advisorMethodology
To find the top financial advisors in Essex Junction, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Bascomb Madison & James Capital Management
Bascomb Madison & James Capital Management, operated by DWV Advisors LLC, offers personalized portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Established in 2010 by Dennis William Voigt, the firm provides investment advisory services encompassing investment strategy, asset allocation, and risk assessment. Clients may grant discretionary authority for securities selection and transactions. The firm also manages existing investments, assists high net-worth clients with multiple managers, and offers financial planning services covering various aspects such as tax concerns and retirement planning. With assets under management totaling $148,371,642, the firm charges performance-based fees for qualified clients, up to 20% annually, along with asset-based fees for non-qualified clients. The minimum account size is $250,000, potentially waived based on client needs. Investment strategies include charting, fundamental, technical, quantitative, and cyclical analysis, with a focus on model portfolios to manage risk and return. BMJCM does not participate in wrap fee programs and maintains a fiduciary duty to act in clients' best interests. Clients receive regular account reviews and detailed reports, with no custody of client accounts held by the firm.
$116,755,029 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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.
Get matched with an advisorMethodology
To find the top financial advisors in Essex Junction, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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