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Alexander Wolodkiewicz

Esi Financial Advisors
11 Years of Experience
Beavercreek, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Wolodkiewicz is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Beavercreek, OH, with 11 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.

Esi Financial Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
534 advisors
Number of Clients
12,379 clients
Average Client Portfolio
$224K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.75%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.35%

Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3210 Beaver Vu Drive, Beavercreek, OH, 45434

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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

Alexander is an agent at Pinnacle Financial Associates, selling financial services, life insurance, annuities, disability income, and long-term care insurance since 2016. This activity takes nearly all of Alexander's time.

Employment History
Current Registrations
Esi Financial Advisors
July 2016 - Present · 10 yrs 3 mos
Equity Services, INC.Broker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
September 2015 - July 2016 · 10 mos
State Registrations19 states
ARCAFLGAILINKYMDMIMONCNDNYOHSCTXVAWAWI
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.
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