TrueAdvisor
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NM
ChFC
NM
ChFC

Nelson Merwitzer

On Investment Management CO
46 Years of Experience
Los Angeles, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Nelson Merwitzer is a ChFC-designated registered investment advisor at On Investment Management CO, based in Los Angeles, CA, with 46 years of industry experience. Nelson 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
—
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Location

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nelson owns Merwitzer Insurance Solutions, selling life, health, disability, long-term care insurance, and fixed income annuities, dedicating nearly full-time hours to this. Nelson also works as a commission sales representative selling health savings accounts, spending a few hours per week on this activity.

Employment History
Current Registrations
On Investment Management CO
January 2012 - Present · 14 yrs 9 mos
The O.N. Equity Sales CompanyBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Esi Financial Advisors
August 2005 - December 2011 · 6 yrs 4 mos
Equity Services, INC.Broker
January 1988 - December 2011 · 23 yrs 11 mos
Associated Planners Securities CorporationBroker
November 1984 - January 1988 · 3 yrs 2 mos
Titan Capital CorporationBroker
May 1979 - April 1984 · 4 yrs 11 mos
State Registrations3 states
CAFLPA
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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