Carey Yukich
Carey Yukich is a registered investment advisor at Esi Financial Advisors, based in Crown Point, IN, 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
11039 Broadway, Suite C, Crown Point, IN, 46307
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Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Carey is the President of TrueWealth Advising Group, Inc. and co-owner and President of TrueWealth Advising Group DBA, dedicating about 10% of their time to general business management and selling life and annuity products, as well as State Life Asset Care/LTC. Carey also sells disability insurance through Principal Financial Group, is a board member for Legacy Foundation, co-authors for HWGCAY LLC, and is an author, dedicating minimal time to these activities.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
State Registrations16 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.