Thomas Frank
Thomas Frank is a CFP-designated registered investment advisor at On Investment Management CO, based in Pittsburgh, PA, with 42 years of industry experience. Thomas 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
300 Mt. Lebanon Boulevard, Suite 224, Pittsburgh, PA, 15234
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Thomas works as an agent for multiple insurance brokerages, including 21st Century Financial, Verrico Insurance Agency, and James L. Smith Insurance Agency. He dedicates nearly full-time hours to selling life, disability, medical, long-term care, and annuity insurance products, and about 10-20% of his time to property and casualty insurance sales.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
The O.N. Equity Sales Company
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations1 state
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.