John Mcgehee
John Mcgehee is a registered investment advisor at Esi Financial Advisors, based in Englewood, CO, with 4 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
10303 E. Dry Creek Rd #10, Englewood, CO, 80112
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business ActivitiesSells Insurance
John is an insurance agent selling non-variable insurance since February 2024. He is also a financial advisor through Summit Global Investments, LLC and Summit Global Private Wealth, and the CEO of MDA Taxes, a tax preparation/accounting/bookkeeping/CPA firm.
Employment History
Current Registrations
Equity Services, INC.
Equity Services, INC.Broker
Summit Global Investments, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Transamerica Financial Advisors, INCBroker
Veravest Investments, INC.Broker
Intersecurities, INC.Broker
State Registrations1 state
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.