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PE
CFP
PE
CFP

Phillip Edwards

On Investment Management CO
35 Years of Experience
Urbana, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Phillip Edwards is a CFP-designated registered investment advisor at On Investment Management CO, based in Urbana, OH, with 35 years of industry experience. Phillip 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.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

208 Patrick Avenue, Urbana, OH, 43078

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Phillip is the treasurer of Champaign Residential Services, owner of a tax preparation business, and an insurance agent selling life, health, and fixed annuities. He also owns Tepa Investments LLC and Citrus Investment Properties LLC for real estate investing and rentals.

Employment History
Current Registrations
On Investment Management CO
February 2006 - Present · 20 yrs 8 mos
The O.N. Equity Sales CompanyBroker
December 1991 - Present · 34 yrs 10 mos
Previous Registrations
Thein Financial Group
October 2008 - March 2011 · 2 yrs 5 mos
American Express Financial Advisors INC.Broker
August 1990 - September 1991 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
August 1990 - September 1991 · 1 yr 1 mo
State Registrations5 states
AZCAFLMIOH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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