Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors uses asset-based pricing (ABP) for its Illuminations platform. The total Investor Fee includes a Program Fee (0.08% to 0.26%), an Advisory Fee (negotiable, ranging from 0% to 2.00%), and potentially a third-party manager's fee. The Program Fee is retained by EFA. The Advisory Fee is negotiable based on factors like complexity and responsibility. Fees are billed quarterly based on the average daily balance. Clients may incur additional charges such as dealer markups, foreign security costs, and fund expenses.
Areas of Practice
Advisor Information
Office location
600 Crain Highway South, Glen Burnie, MD, 21061
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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
Andrew is an insurance agent and member of Bay Area Financial Concepts, LLC, dedicating a few hours per week. He is also involved in rental properties through Garden Estates, Inc. and Crain Properties, LLC, and is the president of Hosse Financial Services, Inc., a CPA firm, taking about half of Andrew's time. Finally, Andrew is co-trustee/co-executor and trustee/executor of family trusts and estates, spending minimal time on these activities.