Marvin Dennard
Marvin Dennard is a registered investment advisor at On Investment Management CO, based in Tyler, TX, with 17 years of industry experience. Marvin 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
202 Robert E Lee Dr, Tyler, TX, 75703
Get directionsHistory
Regulatory History (1)
Criminal
August 1977Other Business ActivitiesSells Insurance
Marvin is a managing member of GOIA LLC, a rental real estate business, and spends minimal time on maintenance. He also works as an insurance agent selling life and health insurance, dedicating a few hours per week, and prepares tax returns for Christi Dennard CPA PLLC, spending about 10-20% of his time.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Morrow Wealth Management INC
State Registrations4 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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