Esau Medina is a registered investment advisor at Medina Financial, LLC, based in Grace, ID, with 5 years of industry experience. Esau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7 clients with $1.4M 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 $350K | 1.30% |
| $350K - $1.0M | 1.00% |
| $1.0M - $3.0M | Included |
| $3.0M - $10.0M | Included |
| $10.0M - $30.0M | Included |
| $30M+ | Included |
For portfolios between $1,000,000 and $3,000,000, the fee is $9,000 per year. For portfolios between $3,000,000 and $10,000,000, the fee is $15,000 per year. For portfolios between $10,000,000 and $30,000,000, the fee is $22,500 per year. For portfolios over $30,000,000, the fee is negotiable, starting at $25,000 per year. Medina Financial may also assess performance-based fees for qualified clients. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Grace, ID
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 Activities
Esau provides financial accounting consulting and bookkeeping services since March 2022, dedicating nearly full-time hours to this activity. A small portion of this time occurs during securities trading hours.
Employment History
Current Registrations
Medina Financial, LLC
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.