Alishia Terrill
Alishia Terrill is a registered investment advisor at On Investment Management CO, based in Grand Haven, MI, with 25 years of industry experience. Alishia 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
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 Registrations16 states
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