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Victor Reidenbach

26 Years of Experience
Coshocton, OH
BrokerSells Insurance

Victor Reidenbach is a registered investment advisor at Esi Financial Advisors, based in Coshocton, OH, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
535 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.

ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).

American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.

AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.

SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.

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Location

147 S 2nd Street, Coshocton, OH, 43812

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Victor is an insurance agent at Albertson-Lawerence Insurance Agency since 1986, dedicating full-time hours. He is also an insurance agent at Dome Financial Services since November 2024, spending about 10-20% of his time there.

Employment History
Current Registrations
Esi Financial Advisors
August 2018 - Present · 8 yrs 1 mo
Equity Services, INC.Broker
September 2014 - Present · 12 yrs
Previous Registrations
Ameritas Investment CORP.Broker
August 2001 - September 2014 · 13 yrs 1 mo
Financial Network Investment CorporationBroker
May 1999 - August 2001 · 2 yrs 3 mos
State Registrations2 states
OHWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Victor Reidenbach - Financial Advisor | TrueAdvisor