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Credentials
Series 65
Experience Industry experience
5 years
Location
Grace, ID
Medina Financial, LLC
Independent
Total advisors
1Clients per advisor
6 LowAvg AUM per client
$241,652 LowHNW client ratio
17% TypicalEsau Medina is the principal of Medina Financial, LLC, an independent firm based in Grace, Idaho. He holds a Series 65 designation and has five years of industry experience, including prior roles at ICWG and AECOM. In addition to his advisory work, he provides financial accounting consulting and bookkeeping services. Medina Financial offers discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm emphasizes active, fundamentally driven portfolios focused on U.S. small- and mid-cap equities, supplemented by technical analysis and selective use of derivatives.
Based on Medina Financial, LLC
Fixed fees ranging from $9,000 to $22,500 annually for investment management at specified asset tiers
$0 - $350,000: 1.3% of AUM $350,000 - $1,000,000: 1.0% of AUM $1,000,000 - $3,000,000: $9,000 fixed fee $3,000,000 - $10,000,000: $15,000 fixed fee $10,000,000 - $30,000,000: $22,500 fixed fee $30,000,000+: Negotiable, starting at $25,000 annually
$200 - $250 per hour for project-based financial planning only
7% of market outperformance above a 5% hurdle rate for qualified clients with AUM >= $1,100,000 and net worth >= $2,200,000
Fee-only: Hourly rates between $200 - $250 per hour for project-based financial planning only
Grace, ID
Grace ID
Advisors at this office
1
Colorado · Idaho · Texas
5 years of industry experience
Esau Medina
2022 - Present • 4 years
Grace, ID
ICWG
2019 - 2020 • 1 year
Centennial, CO
Medina Financial, LLC
2015 - Present • 11 years
Grace, ID
AECOM
2012 - 2019 • 7 years
Greenwood Village, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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