G. Nolan
G. Nolan is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Chicago, IL, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
1 N. Franklin St, Ste 3450, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
G. owns a rental property and is flipping a house with his wife, spending minimal time on this activity. G. is also an insurance agent for several insurance companies under Lakeshore Financial Group, dedicating full-time hours, and sells life, health, and disability insurance under his own name, spending about a quarter of his time. Finally, G. is a chapter officer/board member for the Chicago Metro Chapter of the Illinois CPA Society, spending one morning per month.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.