Essential Investment Partners is a registered investment advisor based in Englewood, Colorado, that provides customized investment management and wealth management consulting to individuals, families, trusts, and retirement plans. Essential develops a personalized Investment Policy Statement for each client and builds portfolios primarily using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm emphasizes risk control and offers its proprietary Essential Growth Portfolio strategy designed for high net worth investors seeking capital appreciation with dividend income. While wealth management consulting covering financial goals, taxes, estate planning, and retirement strategies is typically provided as part of the investment advisory relationship, Essential also undertakes larger standalone projects on an hourly basis. The firm acts legally required to act in your best interest and uses an independent custodian, Fidelity Investments, to hold client securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
A minimum fee of $10,000 or initial investment of $1 million is usually required, but minimums and fees may be negotiable. Separate accounts in the Essential Growth Portfolio have a standard fee of 0.75% per annum with a $1,875 minimum annual fee or $250,000 initial investment.