Marcelino Villaflor
Marcelino Villaflor is a registered investment advisor at Esi Financial Advisors, based in Roanoke, VA, with 10 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
4401 STARKEY RoaD, Po Drawer 21209, Roanoke, VA, 24018
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business ActivitiesSells Insurance
Marcelino coaches at Catholic High School, dedicating a few hours per week. He also operates Ramiscal Equitan Advisors as a DBA for his LPL business, owns MKV Holdings LLC for real estate rentals (minimal time), and works with Benchmark Insurance Group and Surety Insurance Brokerage LLC, spending about half his time plus about 20% of his time.
Employment History
Current Registrations
Esi Financial Advisors
Previous Registrations
LPL Financial LLC
Gradient Advisors, LLC
Royal Wealth Management
Ace Capital
Sagepoint Financial, INC.
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.