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RY
CFP
RY
CFP

Richard Yost

On Investment Management CO
50 Years of Experience
Eugene, OR
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Richard Yost is a CFP-designated registered investment advisor at On Investment Management CO, based in Eugene, OR, with 50 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. 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.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1600 Executive Parkway, Suite 220, Eugene, OR, 97401

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1990
Final
Criminal
December 1964
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
June 2007 - Present · 19 yrs 4 mos
The O.N. Equity Sales CompanyBroker
December 2005 - Present · 20 yrs 10 mos
Previous Registrations
Equity Services, INC.Broker
September 1988 - December 2005 · 17 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
September 1983 - October 1988 · 5 yrs 1 mo
Lincoln National Pension Insurance CompanyBroker
December 1981 - October 1988 · 6 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
June 1977 - October 1988 · 11 yrs 4 mos
Travelers Equities Sales, INC.Broker
April 1976 - July 1977 · 1 yr 3 mos
State Registrations3 states
CANVOR
AdvisorBrokerBoth

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
No exam information available for this advisor.
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