John Mersek is a registered investment advisor at Essential Investing, based in Phoenix, AZ, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 92 clients with $54M 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 $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.88% |
| $5M+ | 0.75% |
Fees may be discounted at the discretion of the firm's Chief Executive Officer.
Fee Estimator
Location
13802 N 32nd St #14, Phoenix, AZ, 85032
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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
John is a managing member of Essential Investing, LLC, though it is an inactive entity. He also serves on the investment committees for both the DEK Foundation and Knauss Family, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Essential Investing
Previous Registrations
Heritage Wealth Management, LLC
State Registrations2 states
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