Francis Detota
Francis Detota is a registered investment advisor at Esi Financial Advisors, based in Roseland, NJ, with 17 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
103 Eisenhower Parkway, Suite 306, Roseland, NJ, 07068
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business ActivitiesSells Insurance
Francis is an agent broker for NLV Agency since 2011 and a financial advisor for Beacon Benefits Solutions since 2012, selling life, disability, and long-term care insurance. He also works in insurance sales for Integrated Financial Concepts since 2015 and is president of a business networking group, BNI Prefer to Refer.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
State Registrations3 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.