Essential Wealth Management provides financial planning and portfolio management services. Financial planning may include cash flow analysis, debt management, risk management, employee benefits, retirement planning, tax planning, college funding, and estate planning. Portfolio management services include determining risk tolerance, investment strategy, guideline development, asset allocation, asset selection, regular monitoring, and periodic rebalancing.
Assets Under Management$54M
Clients92
Advisors2
Avg. per Client$580K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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