Joel Essen is a CFA-designated registered investment advisor at City Different Investments, based in Santa Fe, NM, with 9 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 105 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
City Different Investments offers continuous investment management services for a fee, calculated as a percentage of the value of your portfolio. Fees vary by strategy.
Equity Strategies: 0.5% - 2.00% (fees vary by strategy)
Fixed-Income Strategies:
- Up to $50 million: 0.25%
- $50 million - $100 million: 0.20%
- Over $100 million: negotiable
Location
925 Paseo De Peralta, Santa Fe, NM, 87501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
City Different Investments
Previous Registrations
Personal Capital Advisors Corporation
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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