Sean Lore
Sean Lore is a registered investment advisor at Esi Financial Advisors, based in Media, PA, 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
Rosetree Building 2, 1400 N Providence Rd, Suite 3007, Media, PA, 19063
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
Sean works as an insurance agent through Evolution Financial Group since 2021, dedicating about three-quarters of his time to this activity. This activity is investment-related.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Citizens Investment Services
Citizens Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Tfs Securities, INC.Broker
Tfs Advisory Services
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations6 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.