Christopher Clepp
Christopher Clepp is a registered investment advisor at On Investment Management CO, based in Chicago, IL, with 11 years of industry experience. Christopher 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
1327 W Washington, Suite 4A, Chicago, IL, 60607
Get directionsHistory
Regulatory History (2)
Criminal
July 1997Criminal
October 1996Other Business ActivitiesSells Insurance
Christopher is an independent contractor selling fixed life and annuity products through Building Towards Wealth Financial since 2012, dedicating nearly full-time hours. He is also an insurance agent for Fiduciary Insurance Partners since September 2024, spending about 10-20% of his time on life, disability, and LTC insurance solutions.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations12 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.