Joanne Koster-Wilson
Joanne Koster-Wilson is a registered investment advisor at On Investment Management CO, based in Novelty, OH, with 40 years of industry experience. Joanne 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
Novelty, OH
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joanne sells life insurance and other non-registered insurance products such as long-term care and disability insurance since 2005. This activity takes about half of her time, including time during security trading hours.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
First Security Investments, INC.Broker
First Union Securities Financial Network, INC.Broker
Mcdonald & Company Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
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.