John Ohsner is a CFA, CFP-designated registered investment advisor at Heximer Investment Management INC., based in Columbus, OH, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 112 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees apply to Wealth Management (Full Service). Investment Management (Fund Only) is charged an annual fee of 0.70%. Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
2752 Woodstock Road, Columbus, OH, 43220
Get directionsHistory
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 Activities
John is the treasurer for Cub Scout Pack 417, spending a few hours per week on activities such as check writing and financial statement preparation. He also owns Family Tree Tax LLC, where he works as a tax preparer for minimal time.
Employment History
Current Registrations
Heximer Investment Management INC.
Previous Registrations
The Burney Company
State Registrations1 state
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.