Nick Bartolo is a CFA-designated registered investment advisor at Essential Partners LLC, based in Rancho Santa Fe,, CA, with 4 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 39 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Essential Partners manages your investments for an annual fee based on the value of your portfolio. The specific fee ranges from 0.75% to 1.25% of your portfolio's value. The exact fee will be agreed upon in writing before you start.
Location
16950 Via De Santa Fe, Suite 5060-175, Rancho Santa Fe,, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nick is a managing member of Rational Capital, LLC, a business entity used for early-stage investments, since March 2020. He spends a few hours per week on this activity.
Employment History
Current Registrations
Essential Partners LLC
State Registrations1 state
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