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Andrew Charles Lord

ESSENTIAL PLANNING, LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
500 MARKET STREET, UNIT 1D, PORTSMOUTH, NH 03801CRD# 1289303Firm CRD# 106651
01

About

Andrew Charles Lord is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with ESSENTIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ESSENTIAL PLANNING, LLC
ESSENTIAL PLANNING, LLC
AUM
$379M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ESSENTIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1289303
Firm CRD# 106651
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Charles Lord offer?
Andrew Charles Lord specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Andrew Charles Lord's credentials?
Andrew Charles Lord is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Charles Lord located?
Andrew Charles Lord is based in PORTSMOUTH, New Hampshire, working with ESSENTIAL PLANNING, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Andrew Charles Lord charge for services?
Andrew Charles Lord's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESSENTIAL PLANNING, LLC?
ESSENTIAL PLANNING, LLC has approximately 9 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
BEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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