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Michael Webb

29 Years of Experience
St Charles, MO
BrokerSells Insurance

Michael Webb is a registered investment advisor at On Investment Management CO, based in St Charles, MO, with 29 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

571 Jefferson St, St Charles, MO, 63301

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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

Michael is a managing member of St Charles Financial Services/Webb Insurance Agency, selling various insurance products, dedicating full-time hours. He is also a member-owner of E&W Enterprises/Webb Insurance Agency, focusing on property and casualty insurance sales, spending about a quarter of his time. Additionally, Michael is a member of St. Charles Eldercare Associates LLC, focusing on healthcare and Medicare, and a board member of Unlimited Play, dedicating minimal time to each.

Employment History
Current Registrations
On Investment Management CO
January 2007 - Present · 19 yrs 4 mos
The O.N. Equity Sales CompanyBroker
December 2006 - Present · 19 yrs 5 mos
Previous Registrations
Sunset Financial Services, INC.
October 1999 - December 2006 · 7 yrs 2 mos
Sunset Financial Services, INC.Broker
January 1998 - December 2006 · 8 yrs 11 mos
Jackson National Financial Services, INC.Broker
August 1996 - January 1998 · 1 yr 5 mos
State Registrations14 states
ALAZCACOFLGAIAILKSMAMONCOHTN
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.