William Bianculli
William Bianculli is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Roseland, NJ, with 14 years of industry experience. William 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
103 Eisenhower Parkway, Suite 306, Roseland, NJ, 07068
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
William is a sales agent for Integrated Financial Concepts LLC since 2017, selling property and casualty, life, health, disability, and long-term care insurance. He spends his time completing fact finders, reviewing current policies, and proposing/selling new or modified coverage during trading hours.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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
More Advisors
- Nicholas Pontilena, CFPEsi Financial Advisors
- Anthony RingstonEsi Financial Advisors
- Francis DetotaEsi Financial Advisors
- Nicolas-Michel Polito, CFPMariner
- David Fuhrman, CFA, CFPKensington Financial Advisors LLC
- Asta Sanders, CFPEmpowered Retirement, INC.