John Poss
John Poss is a registered investment advisor at Esi Financial Advisors, based in Sandy Springs, GA, with 37 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
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 Registrations8 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.