Megan Hand
Megan Hand is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Colchester, VT, with 5 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
354 Mountain View Dr., Suite 200, Colchester, VT, 05446
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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
Megan is an insurance agent for The Vermont Agency since 2019 and a founding partner/agent at Grace Financial Strategies LLC since 2021, focusing on insurance sales and service. She also volunteers on the finance committee for Blessed Sacrament Parish and serves as a board member for Stowe Youth Baseball, and is a secondary signer on her husband's business bank account.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations12 states
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