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AB
CFP
AB
CFP

Aaron Briggs

On Investment Management CO
16 Years of Experience
Boise, ID
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Briggs is a CFP-designated registered investment advisor at On Investment Management CO, based in Boise, ID, with 16 years of industry experience. Aaron 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.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3050 N. LakeHarbor Lane, Suite 210, Boise, ID, 83703

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History

Regulatory History
Clean regulatory record

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

Aaron is a limited partner in Lanbla, LLC, a real estate venture, spending minimal time on it. He also works as an insurance agent, dedicating about a quarter of his time to selling policies and receiving compensation.

Employment History
Current Registrations
On Investment Management CO
January 2017 - Present · 9 yrs 9 mos
The O.N. Equity Sales CompanyBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - November 2016 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - November 2016 · 2 yrs 6 mos
Morgan Stanley
September 2011 - June 2014 · 2 yrs 9 mos
Morgan StanleyBroker
July 2011 - June 2014 · 2 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2009 - May 2011 · 1 yr 6 mos
State Registrations19 states
AZCACOFLIDMAMIMTNCNJNVNYORPATXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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