John Kalil
John Kalil is a registered investment advisor at Esi Financial Advisors, based in Colchester, VT, with 28 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
354 Mountain View Dr., Suite 200, Colchester, VT, 05446
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2016Customer Dispute
March 1999Other Business ActivitiesSells Insurance
John is an agent for The Vermont Agency, NPA Financial, and The Precision Financial Group, selling fixed insurance products since November 2022. He is also the President/Owner of Retirement Solutions LLC since 2004, used as a brand name to market his financial services practice and provide education. Additionally, John is a Director of Grants for the Saratoga Snowmobile Association and a candidate for Town of Webb Council Person.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
Invest Financial CorporationBroker
Msi Financial Services, INC.Broker
Hazard & Siegel, INC.Broker
Uvest Financial Services Group, INC.Broker
Leigh Baldwin & CO., LLCBroker
Royal Alliance Associates, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.