Michael Chiarella
Michael Chiarella is a registered investment advisor at Esi Financial Advisors, based in New York, NY, with 14 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
675 Third Avenue, Suite 900, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Criminal
August 2007Other Business ActivitiesSells Insurance
Michael is an insurance agent for Wealthbridge Financial Group and National Life Group, dedicating full-time hours to these activities. Both roles are investment-related and involve insurance sales.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
City National Rochdale
Cnr Securities, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Prudential Investment Management Services LLCBroker
State Registrations10 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.