Daniel Soud
Daniel Soud is a registered investment advisor at Esi Financial Advisors, based in Boca Raton, FL, with 36 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
433 Plaza Real, Suite 335, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Daniel is an insurance sales agent since 2006, offering life, health, and disability insurance, dedicating about a quarter of his time. He also works with Apogee Financial Partners and Gravity Financial, focusing on client services, sales, and fixed insurance sales/service.
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.