James Murphree
James Murphree is a registered investment advisor at On Investment Management CO, based in Lake Forest, IL, with 22 years of industry experience. James 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
100 S. Saunders Road, Suite 150, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
James is the president of Murphree Investment Group, providing business consulting, venture capital services, public speaking, financial education, selling insurance, and other services, dedicating about 10-20% of his time. He also manages Murphree Consulting Services and International Forestry, Inc., and serves on the board of Maple Valley Cooperative.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations11 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.