Benjamin Miller is a registered investment advisor at On Investment Management CO, based in Lawrence, KS, with 2 years of industry experience. Benjamin 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
Lawrence, KS
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
Benjamin is a CPA providing accounting, tax, and consulting services. This activity takes nearly all of his time.
Employment History
Current Registrations
On Investment Management CO
Previous Registrations
Archer Investment Corporation
State Registrations3 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
More Advisors
- Jeffrey Swarts, CFPVeta Investment Partners, LLC
- Dru Hull, CFPLPL Financial LLC
- Alejandro Rodriguez, CFPPlanning Trail Investments, LLC
- Ryan Lohmeyer, CFPStifel, Nicolaus & Company, Incorporated
- Christopher Phalen, CFABrookstone Wealth Advisors, LLC
- Todd Walker, ChFCEdward Jones