Managed Fee-Based Solutions
- Open architecture proprietary advisory platform, powered by FMAX
- Financial Planning and Consulting
- Direct access to third party platforms and strategists
Commission-Based Solutions
Retail Brokerage Solutions:
- Stocks & Bonds
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Alternative Investments
Protection-Based Solutions:
- Variable Life
- Variable and Fixed Indexed Annuities
Illuminations, Powered by FMAX.
Built for today. Designed for what’s next.
- 30+ investment managers and 300+ portfolios
- Single-strategist and Unified Managed Account (UMA) solutions
- Guided Choice UMA—ESI’s next-generation UMA for scalable customization
- Advisor-as-portfolio-manager flexibility
- Separately Managed Account (SMA) options
- Investment minimums starting at $10,000
ESI Illuminations, powered by Fidelity Investments' FMAX platform, gives you the flexibility, scale, and support to grow a modern advisory business—without adding complexity.
Illuminations helps you deliver highly customized portfolios while simplifying implementation, oversight, and ongoing management—so you can focus on growing your practice.
At ESI, advisors aren’t forced into a one-size-fits-all platform.
Alongside our proprietary ESI Illuminations platform, you have access to a selection of trusted third-party advisory platforms—so you can build a practice that works the way you do, including:
AssetMark, Maple Capital Management, Brinker Capital Investments, Freedom Advisors and more.