Scott Mckeever
Scott Mckeever is a registered investment advisor at Esi Financial Advisors, based in Lake in the Hills, IL, 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
9201 South Il, Route 31, Lake in the Hills, IL, 60156
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
Scott is involved in several insurance-related activities, including sales of annuities and life insurance through various companies. He also serves as a benefits/insurance claims coordinator, and spends about a quarter of his time on sales of life insurance, annuity, and RIA products.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations22 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.