Mark Gash is a CFP-designated registered investment advisor at On Investment Management CO, based in Overland Park, KS, with 33 years of industry experience. Mark 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.
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.
8500 W. 110th Street, Suite 510, Overland Park, KS, 66210
Get directionsMark is the chairperson of the Persons with Disabilities Advisory board for the city of Olathe, Kansas, dedicating minimal time to this volunteer role. He also serves as a volunteer board member for Evergreen Living Innovations, spending minimal time on this activity, and sells non-investment related insurance through various carriers.
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.