John Poss
John Poss is a registered investment advisor at Esi Financial Advisors, based in Sandy Springs, GA, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
5555 Glenridge Connector, Suite 525, Sandy Springs, GA, 30342
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
John has several outside business activities. He operates J.B. Poss & Assoc. (insurance services) as a sole proprietorship, dedicates full-time hours to it, and is president of Edgewater Homeowners Assoc. He also invests in rental real estate, spending minimal time per month, and operates Apogee Financial Partners as an insurance business, selling insurance products; finally, he acts as power of attorney for his mother.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations9 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.
Exams
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