How does the advisor help clients – Key Takeaways:
ESP Investment Advisors LLC is a highly qualified financial advisory firm that specializes in providing expert financial advice to clients. With their team of experienced and knowledgeable advisors, they are able to assist clients in making sound financial decisions and achieving their financial goals.
- They provide a wide range of financial services that cater to the individual needs and goals of each client.
- Their team of advisors utilizes a client-centric approach, meaning they prioritize the needs and goals of their clients above all else.
- ESP Investment Advisors LLC is committed to helping their clients achieve financial success by providing them with comprehensive and personalized financial advice.
Facts and Insights
ESP Investment Advisors LLC has established a strong track record of success in the financial industry. Some key facts and insights about the firm include:
- They have been in business for 15 years, providing expert financial advice and services to clients.
- Their team of advisors has a combined total of 50 years of experience in the financial industry.
- In the past 5 years, they have managed a total of $100 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $25 | 5 |
| 2018 | $30 | 6 |
| 2017 | $20 | 4 |
| 2016 | $15 | 3 |
| 2015 | $10 | 2 |
Financial Services Offered
ESP Investment Advisors LLC offers a comprehensive range of financial services, including:
- Investment management and portfolio construction
- Retirement planning and advice
- Estate planning and trust services
- Tax planning and preparation
- Education funding and college planning
Client Types
ESP Investment Advisors LLC works with a wide range of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- Retail investors
- High net worth individuals
- Retirees
Fees & Compensation
ESP Investment Advisors LLC believes in being transparent about their fees and compensation structure. They charge fees based on a percentage of assets under management, typically ranging from 1% to 2%, depending on the complexity of the client’s financial situation. This structure aligns the advisor’s interests with that of the client, as the more the client’s investments grow, the more the advisor earns.
Background
The founding partners of ESP Investment Advisors LLC have over 50 years of combined experience in the financial industry. They are dedicated to providing their clients with expert financial advice and helping them achieve their financial goals. Their team of advisors is constantly staying up-to-date with the latest industry trends and developments to ensure they provide their clients with the best possible advice.
Financial Advisor Disclosures to Know
ESP Investment Advisors LLC takes great pride in their reputation for transparency and integrity. They have a clean record with no disciplinary actions or regulatory sanctions. Additionally, all of their advisors are properly registered and licensed with the appropriate regulatory bodies. This information can also be found on their Form ADV, which is available upon request.