Essential Partners provides financial consulting and investment advisory services. They build personalized portfolios based on your risk tolerance, values, and financial goals. Essential Partners uses both active and passive investment strategies and seeks global diversification. They also offer financial planning and consulting services covering areas like tax planning, retirement planning, education planning, and insurance analysis.
Assets Under Management$330M
Clients39
Advisors2
Avg. per Client$8.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Essential Partners manages your investments for an annual fee based on the value of your portfolio. The specific fee ranges from 0.75% to 1.25% of your portfolio's value. The exact fee will be agreed upon in writing before you start.
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