Jonathan Zeschin
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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 79 clients with $220M 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% |
A minimum fee of $10,000 or initial investment of $1 million is usually required, but minimums and fees may be negotiable. Separate accounts in the Essential Growth Portfolio have a standard fee of 0.75% per annum with a $1,875 minimum annual fee or $250,000 initial investment.
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
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.
Exams
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