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Linwood Hamilton

On Investment Management CO
50 Years of Experience
Charleston, WV
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Linwood Hamilton is a registered investment advisor at On Investment Management CO, based in Charleston, WV, with 50 years of industry experience. Linwood 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

1210 Kanawha Boulevard East, Charleston, WV, 25301

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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.
Customer Dispute
August 2014
Denied
Criminal
January 1977
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
February 2014 - Present · 12 yrs 8 mos
The O.N. Equity Sales CompanyBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
New England Securities Corporation
August 2002 - February 2014 · 11 yrs 6 mos
New England SecuritiesBroker
June 1976 - February 2014 · 37 yrs 8 mos
State Registrations5 states
FLMDOHVAWV
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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