Bryan Marvin
Bryan Marvin is a registered investment advisor at Esi Financial Advisors, based in Media, PA, 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
Rosetree Building 2, 1400 N Providence Rd, Suite 3007, Media, PA, 19063
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
Bryan is an insurance agent selling life, health, disability, and long-term care insurance under the DBA Evolution Financial Group, dedicating nearly full-time hours to this. He also co-owns a rental property and is a board member of a country club, dedicating a few hours per week and minimal time respectively.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations8 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.