Jacob Marley is a registered investment advisor at Esi Financial Advisors, based in Addison, TX, with 24 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
15445 Dallas Parkway, Suite 800, Addison, TX, 75001
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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 →Other Business Activities
Jacob is a partner with his father in DPCI, LLC, an ice vending business, since 2011. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.
Equity Services, INC.Broker
Previous Registrations
Metlife Investors Distribution CompanyBroker
New England SecuritiesBroker
Metlife Securities INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
John Hancock Distributors LLCBroker
John Hancock Distributors LLC
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
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.