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The fee is billed in arrears.","source":"ESSENTIAL PARTNERS FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Essential Partners use?","answer":"Essential Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $209M and Fidelity Brokerage Services LLC (Smithfield, RI), with $184M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Essential Partners have?","answer":"Essential Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Essential Partners invest in?","answer":"At the end of its last fiscal year, Essential Partners’ separately managed accounts held 31% cash and equivalents, 25% U.S. government and agency bonds, 23% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities and 8% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Essential Partners?","answer":"Essential Partners’ direct owner is Nick Bartolo (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Essential Partners get paid?","answer":"Essential Partners is paid through a percentage of assets under management and fixed fees. 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