Conor Boyd
Conor Boyd is a registered investment advisor at Esi Financial Advisors, based in Queensbury, NY, 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
1048 State Route 9, Ste 2, Queensbury, NY, 12804
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2014Other Business ActivitiesSells Insurance
Conor is an agent for Thoroughbred Advisors, LLC, dedicating nearly full-time hours to selling life, disability, health, long-term care, and annuity insurance products. He also engages in other business activities, including real estate and website development, and serves as a board member for a non-profit.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations50 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.