Donald Brown
Donald Brown is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Red Bank, NJ, with 39 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
200 Schulz Drive, Suite 125, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Criminal
October 1983Other Business ActivitiesSells Insurance
Donald is involved in several outside business activities, including being on the board of directors for the Woodbridge Metro Chamber of Commerce, a member of finance committees for Camp Fatima of NJ and St. James Grammar School, and a board member for Team 94, a non-profit for autism awareness. He also works as an insurance sales agent for Integrated Financial Concepts/National Life Ins Co, partners with a broker for P&C and employee benefits, and writes/services disability policies, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.