Michael Robinson
Michael Robinson is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Sandy Springs, GA, with 21 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 (4)
Judgment / Lien
September 2022Judgment / Lien
September 2021Judgment / Lien
October 2019Employment Separation After Allegations
September 2018Other Business ActivitiesSells Insurance
Michael is an insurance agent selling fixed insurance products, dedicating full-time hours to this activity. He also works in guest services at Mercedes Benz Stadium (minimal time), is a realtor (a few hours per week), and works as a Delta ramp agent.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Wm Financial Services, INC.Broker
UBS Financial Services INC.Broker
Raymond James & Associates, INC.Broker
State Registrations4 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.