Conor Boyd
Conor Boyd is a registered investment advisor at Esi Financial Advisors, based in Queensbury, NY, with 22 years of industry experience. Conor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
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.
Exams
More Advisors
- Dale Mullin, CFPEsi Financial Advisors