James Sickorez
James Sickorez is a registered investment advisor at On Investment Management CO, based in Rockland, MA, with 28 years of industry experience. James 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
800 Hingham Street, Rockland, MA, 02370
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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
James owns College Planning Solutions as a sole proprietorship, working as a private guidance counselor full-time. He also sells life insurance as a sole proprietor, dedicating a few hours per week, and engages in domain name sales and affiliate marketing for minimal time.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
The O.N. Equity Sales Company
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Ameritas Investment CORP.Broker
The Advisors Group, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations4 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.