David Schlabach is a registered investment advisor at On Investment Management CO, based in Berlin, OH, with 37 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.
Fee Estimator
Location
4585 St Rt 39, Berlin, OH, 44610
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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 Activities
David is involved in several business activities, including owning retail stores, real estate holdings, land acquisition, mineral rights, and real estate development. He also serves as a board member for a community bank and works as an RIA representative for Hummel Wealth Management, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
On Investment Management CO
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
Previous Registrations
On Investment Management CO
State Registrations21 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.
Exams
More Advisors
- Andrew Miller, CFPHummel Wealth Management, LLC