Richard Yost
Richard Yost is a CFP-designated registered investment advisor at On Investment Management CO, based in Eugene, OR, with 49 years of industry experience. Richard 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
1600 Executive Parkway, Suite 220, Eugene, OR, 97401
Get directionsHistory
Regulatory History (2)
Regulatory
March 1990Criminal
December 1964Other Business ActivitiesSells Insurance
Richard is the owner of Fiscal Funding, Inc., where he sells life, health, disability, long-term care, and fixed annuities, dedicating about half his time to this activity. He also serves as a board member for NAIFA Lane County and the Society of Financial and Service Professionals- Greater Oregon, spending minimal time on these roles.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Equity Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Travelers Equities Sales, INC.Broker
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.