Emg
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Essex Asset Management Group, Inc. serves individual investors—including high-net-worth clients—and a range of account types such as trusts, retirement accounts, pension and profit-sharing plans, and charitable or corporate entities. The firm provides discretionary portfolio management and financial planning, delivering tailored recommendations and written comprehensive plans when clients engage planning services.
Essex uses an individualized asset-allocation approach that balances equities, fixed income, ETFs, mutual funds, REITs and other marketable securities to align portfolios with clients’ goals, time horizons and risk tolerances. Portfolio managers exercise discretionary authority to implement trades and conduct ongoing reviews, while financial-planning engagements proceed through interviews, data gathering and a written plan.
Distinctive features noted in the brochure include that the firm’s investment adviser representatives are also registered representatives of Hazard & Siegel, Inc. and licensed insurance producers, so they may offer commissionable securities and insurance products; the firm discloses that commissions can be used to offset advisory fees and relies on a code of ethics and disclosure policies to address related conflicts of interest. The firm also reports no soft-dollar arrangements, does not operate a wrap program, and manages roughly $57 million for about 80 client accounts through a two-advisor team.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee between $800 and $2,000
0.5% to 1.00% (negotiable)
Commission offsets available when securities are sold through affiliated broker-dealer, used to offset advisory fees.
Minimum hourly planning fee is $300
Account minimum: $100,000
Main office
1233 Shelburne Road, Suite C 2 B
South Burlington VT 05403
Advisors at this office
3
Massachusetts · Vermont
Also doing business as
Emg · Essex Asset Management Group Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Scott B
Series 65
South Burlington, VT
Emg
Scott Baldwin is a financial advisor at Emg with 28 years of industry experience. He holds a Series 65 designation and has worked at Hazard & Siegel, Inc. since 2010. Baldwin serves as a board member of the Burlington Parks Foundation, where he is involved in fundraising efforts. Emg, also known as Essex Asset Management Group, Inc., provides individualized portfolio management and financial planning services to individuals, retirement accounts, trusts, estates, charities, and small businesses. The firm uses a tailored asset-allocation approach and offers discretionary portfolio management alongside non-discretionary financial planning.
Todd T
CFP®, Series 63, Series 65
South Burlington, VT
Emg
Todd Toensing is a CFP® professional with 37 years of industry experience. He has been with Emg since 1995 and joined Hazard & Siegel, Inc. in 2010. Todd is president of Double Dog Dare LLC, a marketing business. Essex Asset Management Group, Inc. serves individual investors, including high-net-worth clients, as well as trusts, retirement accounts, pension and profit-sharing plans, and other entities. The firm uses an individualized asset-allocation strategy and provides discretionary portfolio management alongside comprehensive financial planning.
Jason B
Series 65
South Burlington, VT
Emg
Jason Brown is a financial advisor at Emg with a Series 65 designation and one year of industry experience. His prior work includes six years at ISI Water and roles at Superior Technical Ceramics, as well as periods of extended travel. Emg, part of Essex Asset Management Group, Inc., serves individual investors—including high-net-worth clients—and various account types by providing discretionary portfolio management and financial planning. The firm employs an individualized asset-allocation approach using equities, fixed income, ETFs, and other securities to align portfolios with client goals and risk tolerances.
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