Randall Macgovern
Randall Macgovern is a registered investment advisor at Esi Financial Advisors, based in Glastonbury, CT, with 35 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
120 Hebron Avenue, Suite 2B, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2016Customer Dispute
December 2004Criminal
November 1984Other Business ActivitiesSells Insurance
Randall is an insurance agent with Maffe Financial Group, selling life, disability, and long-term care insurance, dedicating nearly full-time hours to this activity. He also serves as a joint power of attorney for his father with his brother, spending minimal time on this. Finally, Randall is a 1% member of Macgovern Financial Services, LLC for tax purposes.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.