Linwood Hamilton
Linwood Hamilton is a registered investment advisor at On Investment Management CO, based in Cincinnati, OH, with 49 years of industry experience. Linwood 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
One Financial Way, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Criminal
January 1977Other Business ActivitiesSells Insurance
Linwood is an independent insurance agent selling disability, fixed annuities, and life/accident/health insurance products since 1974, dedicating a few hours per week. He also owns a horse farm, is involved with several LLCs related to marketing, inventions, real estate, and ammunition manufacturing, dedicating varying amounts of time to these ventures.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 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.