Robert Mcintosh
Robert Mcintosh is a registered investment advisor at Esi Financial Advisors, based in Hauppauge, NY, with 29 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
410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788
Get directionsHistory
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
Robert owns a real estate LLC, RBMA LLC, since 2018 and McIntosh Tax and Asset Management Group since 2009, where he prepares tax returns. He also has a fixed insurance business, Robert McIntosh- Insurance, since 1997 and sells life insurance through O'Brien Planning Group since 2024.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLCBroker
Invest Financial CorporationBroker
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
First National Equity, CORP.Broker
Sterling Foster & Company, INC.Broker
Vtr Capital, INC.Broker
Sterling Foster & Company, INC.Broker
State Registrations13 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.