Harvey Maclin
Harvey Maclin is a registered investment advisor at Esi Financial Advisors, based in Atlanta, GA, with 12 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
3 Alliance Center - 3550 Lenox Road, 21st Floor, Suite 21079, Atlanta, GA, 30326
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
Harvey is the CEO/President of Strategic Alliance Atlanta and MacParker LLC, and an agent/partner at Commonwealth of Atlanta LLC, all investment-related. He also dedicates significant time to these activities, including insurance-related business, and virtual support for Medical Mogals Wellness Foundation.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
LPL Financial LLC
LPL Financial LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations26 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.