Michael Haines is a registered investment advisor at Essential Investment Partners, LLC, based in Englewood, CO, with 22 years of industry experience. Michael 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 →Other Business Activities
Michael is involved in property rental through Christom LLC. This activity is not investment-related.
Employment History
Current Registrations
Essential Investment Partners, LLC
Previous Registrations
Maurer & Associates Capital Management, INC.
Jdh Capital Management LLC
Jdh Capital Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.