Andrew Badertscher
Andrew Badertscher is a CFP-designated registered investment advisor at On Investment Management CO, based in Wooster, OH, with 26 years of industry experience. Andrew 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
615 Riffel Road, Suite A, Wooster, OH, 44691
Get directionsHistory
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
Andrew is an investment advisor representative and sells life and disability insurance through The Taylor Agency, dedicating about 10-20% of his time to each. He also serves as treasurer for Long Run Properties LLC and the Boys and Girls Club of Wooster, spending minimal time on each.
Employment History
Current Registrations
On Investment Management CO
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
Previous Registrations
1st Global Advisors INC
Meaden & Moore Financial Services, LTD.
1st Global Capital CORP.Broker
The O.N. Equity Sales CompanyBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations17 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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