Essential Investment Partners provides investment and financial management services to individuals, families, retirement plans, and charitable organizations. Essential works with clients to establish financial goals and objectives, then develops an Investment Policy Statement for each portfolio. Essential manages portfolios on a discretionary basis, buying and selling securities on the client's behalf. Wealth management consulting is also provided, covering financial goals, tax planning, estate strategy, and retirement planning.
Assets Under Management$200M
Clients77
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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