Joel
Van Essen
City Different Investments
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About this Advisor
Joel Van Essen is a chartered financial analyst based in Santa Fe, New Mexico, with 2 years of relevant experience. Van Essen is an employee of City Different Investments. The advisor has gained experience at Fidelity Brokerage Services, LLC, Trinity University, Personal Capital Advisors Corporation, Personal Capital, City Different Investments and Duke University. Van Essen holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in New Mexico. City Different Investments is an advisory company that has its headquarters in Santa Fe, NM. The investment advisory business has a total of 13 advisors. It handles $157 million in assets under management among its 69 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 69 customer accounts, 96% are associated with high-net-worth investors who have at least $1 million in investable assets. The business provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which service is provided. However, fees billed by City Different Investments likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City Different Investments Brokerage Details
$156,966,651
13
69
$2,274,879
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joel Van Essen Work History
Joel has been registered as a financial advisor for 2 years.*
City Different Investments
Duke University
Personal Capital
Personal Capital Advisors Corporation
Fidelity Brokerage Services, LLC
Trinity University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Van Essen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City Different Investments
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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