Robert Mitchell
Robert Mitchell is a ChFC-designated registered investment advisor at On Investment Management CO, based in Placentia, CA, with 42 years of industry experience. Robert 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
601 Lyons Way, Suite 340, Placentia, CA, 92870
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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
Robert is the President and an agent at Mitchell Financial Solutions, Inc., where he focuses on insurance sales and planning, recruiting, and training agents. He dedicates about half of his time to this activity, selling various insurance products.
Employment History
Current Registrations
The O.N. Equity Sales Company
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
The O.N. Equity Sales CompanyBroker
Capital Analysts, IncorporatedBroker
Mutual Service CorporationBroker
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
Mutual Service CorporationBroker
Sun Investment Services CompanyBroker
Calvert Securities CorporationBroker
Nylife 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.