Nickolas Sanchez
Nickolas Sanchez is a CFP-designated registered investment advisor at On Investment Management CO, based in Novi, MI, with 19 years of industry experience. Nickolas 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
41800 W 11 Mile Road, Suite 206, Novi, MI, 48375
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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
Nickolas is an independent agent selling life insurance. This activity takes about a quarter of his time, with 40 of those hours occurring during trading hours.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Fai Advisors, INC.
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Glp Investment Services, LLCBroker
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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