Paul Sortino
Paul Sortino is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Germantown, MD, with 19 years of industry experience. Paul 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
20410 Century Blvd, Suite 208, Germantown, MD, 20874
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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
Paul is an agent for National Life and Worthington Financial Partners, spending full-time hours in this role. He also owns Sortino Financial LLC, providing insurance advice and administration, and is the Director of Operations at Sortino Financial Group, selling various insurance products, taking about 10-20% of his time and about half his time, respectively. Paul is also a board member for Cystic Fibrosis Foundation, dedicating minimal time.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations19 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
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