ESI Advisors provides investment portfolio advisory services on a discretionary and non-discretionary basis. ESI Advisors gathers information about client assets, liabilities, investment goals, objectives, and time horizon to create customized portfolios. The firm also offers an automated investment program through Charles Schwab. Financial planning and consulting services are available upon request. ESI Advisors does not act as a custodian of client assets.
Assets Under Management$1.3M
Clients8
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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