David Mysliwiec
David Mysliwiec is a registered investment advisor at Esi Financial Advisors, based in Colchester, VT, 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
354 Mountain View Dr., Suite 200, Colchester, VT, 05446
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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
David is a partner in Beacon Consulting LLC and T.M. Byxbee Co, CPAs, spending about half his time at the CPA firm. He is also treasurer for Coalition of Fathers and Families NY, Inc and an insurance agent for NPA Financial, LLC.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Cssc Brokerage Services, INC.Broker
Mutual Service CorporationBroker
Trustee Empowerment & Protection, INC.
Fsc Securities CorporationBroker
Prime Capital Services, INC.Broker
Mercer Allied CorporationBroker
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.