Christopher Chilcoat is a registered investment advisor at Esi Financial Advisors, based in Timonium, MD, with 22 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
9515 Deereco Road, Suite 700, Timonium, MD, 21093
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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 →Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors LLCBroker
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Metlife Securities INC.
New England SecuritiesBroker
Metlife Securities INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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.