Eric Mcdowell
Eric Mcdowell is a registered investment advisor at Esi Financial Advisors, based in Lewisburg, PA, with 34 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
23 N. Derr Drive, Suite 1, Lewisburg, PA, 17837
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
January 1993Other Business ActivitiesSells Insurance
Eric is an agent for several companies selling property and casualty, life, disability, and fixed annuity insurance products through The Coup Agency, dedicating nearly full-time hours to this. He also serves on the board of directors for Sand Run Hunting Club and the Milton PA Planning Commission, dedicating minimal time to each.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations6 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.