Korbin Wayton
Korbin Wayton is a registered investment advisor at Esi Financial Advisors, based in Winston-Salem, NC, with 4 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
Winston-Salem, NC
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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
Korbin is a trustee for Norwich University's Norwich Global Initiative, selecting scholarship recipients. He also owns Imperium Holdings LLC, a financial advisory S-Corp, dedicating nearly full-time hours to this business, and is involved in fixed insurance sales and recruitment, including acting as an agent for Afton Financial Group and Integrated Financial Concepts, LLC, and as a life agent for National Life Group.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations18 states
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