Karl Schlabach
Karl Schlabach is a CFP-designated registered investment advisor at On Investment Management CO, based in Orrville, OH, with 28 years of industry experience. Karl 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
461 Wadsworth Road, Orrville, OH, 44667
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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
Karl is the CFO/CCO of Hummel Wealth Management, LLC, providing investment advisory services, dedicating about a quarter of his time. He is also an agent for Hummel Group Inc., selling life insurance, disability insurance, and fixed annuities, which takes about half of his time.
Employment History
Current Registrations
On Investment Management CO
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
State Registrations16 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
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