William Hinman
William Hinman is a registered investment advisor at Esi Financial Advisors, based in Colchester, VT, 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
354 Mountain View Dr., Suite 200, Colchester, VT, 05446
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2023Customer Dispute
April 2021Regulatory
May 2006Customer Dispute
November 2004Other Business ActivitiesSells Insurance
William is involved in several investment-related businesses, including NL Financial Alliance, Rain Hill Financial, The Vermont Agency, Employer Sponsored Programs (ESP), NPA Financial LLC, Northern New England Agency (NNE), and MW Financial. He also dedicates minimal time as a trustee for an irrevocable life insurance trust.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations11 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.