Tim Sampson
Tim Sampson is a registered investment advisor at Esi Financial Advisors, based in Dallas, TX, with 33 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
2777 N Stemmons Freeway, Suite 1365, Dallas, TX, 75207
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Tim is an associate and investor with Sampson Financial Group, dealing with insurance and real estate, dedicating a few hours per week. He is also an agent with Premier Financial Alliance, focusing on insurance, which takes significantly more time, about full-time.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Cullum & Burks Securities, INC.
Cullum & Burks Securities, INC.Broker
Premier Securities of America, INC.Broker
American General Securities IncorporatedBroker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Wma Securities, 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.