Timothy Reidy
Timothy Reidy is a registered investment advisor at On Investment Management CO, based in Carmel, IN, with 42 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.
Location
101 E. Carmel Drive, Carmel, IN, 46032
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2009Judgment / Lien
April 2009Judgment / Lien
June 2008Other Business ActivitiesSells Insurance
Timothy works as an agent for RP Wealth Advisors, selling and servicing life, disability, and fixed annuity products since 2009. This activity requires a few hours per week.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Nml Equity Services, INC.Broker
State Registrations7 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.