Alishia Terrill
Alishia Terrill is a registered investment advisor at On Investment Management CO, based in Grand Haven, MI, with 26 years of industry experience. Alishia 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
300 Washington Avenue, Suite 250, Grand Haven, MI, 49417
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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
Alishia is the president of AMT Enterprises, selling various insurance products, dedicating full-time hours to this role. She is also involved in Terrill Financial Group, Aloette Cosmetics, and GPT Enterprises, LLC, dedicating about 10-20% of her time, minimal time, and a few hours per week, respectively.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Qa3 Financial CORP.Broker
The O.N. Equity Sales CompanyBroker
The O.N. Equity Sales 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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