Gene Esplin
Gene Esplin is a registered investment advisor at Merit Financial Advisors, based in Pocatello, ID, with 27 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
275 S. 5th Ave, Ste 151, Pocatello, ID, 83201
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
December 2019Other Business Activities
Gene is a member-manager of several LLCs, including holding, management, and real estate development companies. He spends about a quarter of his time with Sanctuary Wealth Management LLC and minimal time with the other entities.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Fiduciary Services LLC
Kalos Capital, INC.Broker
Triad Advisors, INC.Broker
Sanctuary Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Waddell & Reed, INC.Broker
State Registrations2 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.