Assets Under Management
$202.0M
Number of Clients
77
Number of Advisors
2
Average Client AUM
$2.6M
AUM per Advisor
$101.0M
Compensation
Fee-Only (AUM)
Essential Investment Partners provides customized investment and financial management services to individuals, families, and other entities. They establish goals and objectives through personal discussions and develop an Investment Policy Statement for each portfolio. Wealth management consulting is incidental to advisory services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee of $10,000 or initial investment of $1 million is usually required. Minimums may be lowered or negotiable in certain circumstances.
7887 E Belleview Ave, Suite 1275, Englewood, CO, 80111