Michael Willard
Michael Willard is a registered investment advisor at Esi Financial Advisors, based in Charlotte, NC, with 11 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
1515 Mockingbird Lane, Suite 800, Charlotte, NC, 28209
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Michael is an insurance agent with Stone Press Financial Group, dedicating about a quarter of his time to this role. He is also the owner/president of Forged Financial LLC, though this takes minimal time.
Employment History
Current Registrations
Esi Financial Advisors
Previous Registrations
Foundations Investment Advisors LLC
Formula Folio Investments
Alloy Investment Management
Edward Jones
Edward JonesBroker
UBS Financial Services INC.Broker
TradekingBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.