Jonathan Zeschin is a CFP-designated registered investment advisor at Essential Investment Partners, LLC, based in Englewood, CO, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 77 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee of $10,000 or initial investment of $1 million is usually required. Fees may be negotiable.
Fee Estimator
Location
7887 E Belleview Ave, Suite 1275, Englewood, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Essential Investment Partners, LLC
Previous Registrations
Essential Advisers, INC.
State Registrations2 states
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