Oren Sher
Oren Sher is a registered investment advisor at Esi Financial Advisors, based in Montpelier, VT, with 22 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One National Life Drive, Montpelier, VT, 05604
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Oren is the owner/principal of Falcon PG Wealth Management and Insurance Services, offering fixed insurance services. Oren is also an insurance agent with Cavalier Associates, starting in October 2024, dedicating minimal time to this role.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLCBroker
Allstate Financial Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
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.