Essential Wealth Management Group is an investment management firm that offers investment management services, portfolio construction, and advice on securities including equities, mutual funds, exchange traded funds (ETFs), and option writing strategies. They also offer an active trading program with aggressive trading strategies. The firm tailors its advice to individual client needs based on their goals, objectives, investment horizon, and risk tolerance.
Assets Under Management$2M
Clients30
Advisors1
Avg. per Client$68K
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K+ | 1.00% |
This fee schedule is for general investment management services. The firm also offers an active trading program with a fee of 4% annually (1% quarterly). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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