On Investment Management CO

Updated today

Connect with this firm

Total assets under management

$2,376,953,646

Total clients

8,090

7% high-net worth

Total advisors

193

of 3,193 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$293,814

Client services

Financial planning Portfolio management Selection of other advisers

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee options

Fixed

Specialized Financial Services may be charged a fixed fee up to $5,000 per year.

Commissions

IARs may receive commissions from sales of securities products and insurance after financial plans are implemented.

Project-based

Specialized Financial Services hourly fees up to $350 per hour.

Other

Fee-only: Financial Planning fees generally do not exceed $5,000 for comprehensive and modular planning; Specialized Financial Services charged hourly up to $350/hr or fixed fees up to $5,000/year.

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Main office location

On Investment Management CO

One Financial Way

Cincinnati OH 45242, United States

Number of offices

127

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 855-262-0913

Advisors at this firm

Steven G

Series 63, Series 66

Abingdon, VA

On Investment Management CO

Nickolas S

CFP®, Series 63, Series 65

Novi, MI

On Investment Management CO

Ryan B

Series 66

Washington Street, MD

On Investment Management CO

Frank C

ChFC®, Series 63

King Of Prussia, PA

On Investment Management CO

Peter C

ChFC®, Series 63

Collegeville, PA

On Investment Management CO

Stefan F

Series 63

Napoleon, OH

On Investment Management CO

Bradford S

Series 63, Series 65

Cincinnati, OH

On Investment Management CO

Dennis G

ChFC®, Series 66

Stockton, CA

On Investment Management CO

John M

Series 63, Series 66

Cincinnati, OH

On Investment Management CO

Timothy R

Series 63, Series 65

Cincinnati, OH

On Investment Management CO

John C

Series 63

Bloomington, MN

On Investment Management CO

Jordan F

Series 63, Series 65

Des Moines, IA

On Investment Management CO

Donald M

ChFC®, Series 63, Series 65

Thomson, GA

On Investment Management CO

Morgan L

Series 66

Cedar Rapids, IA

On Investment Management CO

Zachary M

Series 63, Series 65

Madison, WI

On Investment Management CO

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