Yossi Yakar
Yossi Yakar is a registered investment advisor at Esi Financial Advisors, based in New York, NY, with 31 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
675 Third Avenue, Suite 900, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yossi is an insurance agent/broker for several life insurance companies, selling life, disability, health, and annuity products, dedicating about a quarter of his time. He is also President/CEO and Founder of Legatus Group LLC, and a sales agent at Wealthbridge Financial Group (insurance sales), dedicating full-time hours to this role.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Tucker Anthony IncorporatedBroker
Globalink Securities, INC.Broker
W.J. Nolan & Company, INC.Broker
Stuart, Coleman & CO., INC.Broker
Investors Associates, INC.Broker
The Harriman Group, INC.Broker
State Registrations7 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.