Jeffrey Gue
Jeffrey Gue is a registered investment advisor at Esi Financial Advisors, based in Timonium, MD, with 25 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
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is an agent/partner at Worthington Financial Partners since 2021, spending a full-time equivalent selling insurance. He is also an agent for healthcare insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
State Registrations7 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.