Daesung Ji
Daesung Ji is a registered investment advisor at Esi Financial Advisors, based in Fairfax, VA, with 1 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
9990 Fairfax Blvd, Ste 330, Fairfax, VA, 22033
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Regulatory History (1)
Financial
October 2022Other Business ActivitiesSells Insurance
Daesung is an insurance agent with Worthington Financial Partners, dedicating all of his time to this role. He also serves as a board member and treasurer for the Korean Community Service Center for Greater Washington, spending minimal time on this activity.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations2 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.