Daniel Flamma
Daniel Flamma is a registered investment advisor at Esi Financial Advisors, based in Media, PA, with 23 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
Daniel is the treasurer for Shadowbrook Home Owners Association, spending minimal time on it. He also works as an insurance agent selling life, health, disability, and long-term care insurance under Evolution Financial Group, dedicating about three-quarters of his time to this. Daniel is also a managing partner at Evolution Brokerage, recruiting independent agents, dedicating about a quarter of his time to this, and a board member/field coordinator for a lacrosse league.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Pts Brokerage, LLCBroker
Pts Brokerage, LLC
Gradient Advisors, LLC
Fortis Capital Management, LLC
Alphastar Capital Management, LLC
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
State Registrations9 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.