Robert Blake
Robert Blake is a registered investment advisor at Esi Financial Advisors, based in Lexington, SC, with 18 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
307 West Main Street, Suite A, Lexington, SC, 29072
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
Robert is the owner of RT Blake Financial Group, LLC, since January 2022, and a general member of Business Network International (BNI) since October 2022, dedicating a few hours per week to BNI. He is also the owner, managing director, and agent at Blake Insurance and Financial Group, LLC, since October 2023.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations8 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.