Steve Daglio
Essential Asset Management, LLC

Tel: (617) 596-7873
167 Washington St
Norwell, MA 02061

Invest In Your Priorities

Essential Asset Management, LLC | Financial Advisor in Norwell ,MA

About Essential Asset Management, LLC

Essential Asset Management is a Norwell based wealth management firm. I have over 16 years of experience as an investment advisor, managing assets for high networth individuals and businesses. My mission is to consistently provide intelligent, customized advice that focuses on helping to build and protect my clients' wealth. In the process, I strive to maintain high ethical standards, tend to every detail, and educate my clients about prudent financial planning. My relaxed and consultative process addresses the financial aspirations of my clients by first understanding their current finances, tolerance for risk and short and long term objectives.

** For an updated copy of my advisory firm's brochure filed with the SEC/Massachusetts Securities Division please click my website link and use labeled "advisory brochure" & "privacy statement" **

17 Years of Experience


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General Information

Firm Start Year:   2011
No.of Employees:   2-4
Insurance License#:   MA 1765658
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   MA
Number of Years with Current Firm:   3
Work Experience:   FIDELITY INVESTMENTS 1998-2009

Financial Planning Consultant in Braintree where I assisted high network clients with investment and retirement strategies at one of the most successful offices in the country

FLOREK FINANCIAL 2010-2011

Investment Advisor at a boutique wealth management firm in Boston where I was instrumental in building client assets and giving ongoing investment strategy/relationship managemnt.

ESSENTIAL ASSET MANAGEMENT 2011-present

Principal and founder of a Boston based wealth management firm offering customized advice on investments, retirement, and insurance. My compensation is not based on commsion but on quality financial guidance.
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Insurance
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life
Financial Organization Memberships:   National Associaton of Professional Agents
Non-Financial Organization Memberships:   Charlestown Chamber of Commerce
Syracuse Boston Alumni Club
Investment Advisor Network


Firm Information

Firm's Number of Clients:   20
Firm's Number of Planning Clients:   20
Firm's Number of Managed Clients:   20


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $300,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   .70%-1.3%
Hourly Rate:   n/a
Flat Fee Rate:   $3,000
Additional Details on Charges:   Fees range depending on the complexity of the relationship generally from .70% to 1.30% (with a annual minimum of $3000 to $5,000). My fees are disclosed on my Advisory Brochure which can be viewed on the SEC website.
Minimum Fee Charged for Managed Accounts:   $3,000
Minimum Fee Charged for Hourly Planning Accounts:   n/a
Minimum Fee Charged for Flat Fee Accounts:   $3,000



Faqs

  • Do you have a customer satisfaction or refund policy? No refund policy. However, clients are able to cancel their advisory relationship with Essential Asset Management at any point.
  • What are your qualifications? What is your education background? I am a registered investment advisor with 14 years of experience working with high networth clients. My education includes a B.S. from Syracuse in Finance & Economics. Selected by Boston Magazine to receive 5 Star Wealth management Award for 2010 and 2014
  • What is your approach to financial planning? The most imporantant part of financial planning is making sure the investments I choose meet their life goals. I spend a good amount of time upfront getting to know them and what is most important.
  • What services do you offer? Investment Management, Retirement Income Planning, 401k/pension Rollovers, & Annuity/Insurance Analysis.
  • Will you be the only person working with me? Yes, for investments and planning. Additionally I partner with Fidelity Investments to assist with any service/operational concerns. For tax planning and estate issues I have relationhips with other professionals we will work with when appropriate.
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Disclosures

Steve Daglio

Steve Daglio


Nominated by Boston Magazine in 2009 & 2014 as a Five Star Wealth Manager, Steve brings over 15 years of experience in the financial services industry to the table.

His earlier years working with Fidelity Investments on the brokerage trading desk primed him well for educating clients on the risks and rewards associated with the stock and bond markets. From 2000-2009, Steve honed his financial planning skills and excelled as a top-ranked advisor at one of Fidelity's most prestigious offices in the country, the Braintree Investor Center.

Steve's passion and expertise on the financial markets, coupled with his determination and innate desire to help clients achieve their financial goals, has enabled him to build a successful financial practice as an independent financial planner. Steve's relaxed and consultative nature puts his clients at ease and helps them realize that putting together a holistic financial plan, when done with the right advisor, does not have to be, and shouldn't be, an intimidating process at all!

Communities Served

all 50 states

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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