Douglas Moss
Douglas Moss is a registered investment advisor at On Investment Management CO, based in Oakland, CA, with 7 years of industry experience. Douglas 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 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
Oakland, CA
Get directionsHistory
Regulatory History (5)
Financial
September 2022Financial
October 2020Financial
August 2020Financial
July 2020Financial
June 2020Employment History
Current Registrations
On Investment Management CO
Previous Registrations
Parallel Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations6 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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