Egsi Investment Management

RIASEC Registered

Total AUM

$145M

Discretionary

$102M

71% of AUM

Avg account

$181K

Accounts

798

Employees

Advisory reps

Firm details

Headquarters: Dublin, Ohio
CRD number: 171488
Website: egsifinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals46.22%
Pension & Profit Sharing Plans29.43%
HNWI23.96%
Charitable Organizations0.26%
State / Municipal Government0.13%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Egsi Investment Management is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Egsi also conducts insurance brokerage activity alongside its advisory offerings. The firm charges clients using a mix of percentage-of-AUM and fixed-fee arrangements and does not identify as an active ESG investor.