Jay Weyers
Jay Weyers is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Lake in the Hills, IL, with 30 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
9201 South Il, Route 31, Lake in the Hills, IL, 60156
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
Jay is an agent/broker for several insurance companies, dedicating a few hours per week to One Resource Group and about a quarter of his time to Weyers McKeever Financial Partners. He also works with Gameplan Financial as an FMO for fixed business and is appointed to AIG through Legend FMO, writing fixed annuities.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Thrivent Investment Management INC.Broker
State Registrations18 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.