O.N. Investment Management Company provides comprehensive financial planning and investment management services to individuals, families, trusts, and businesses. Established in 1969, the firm operates as a registered investment advisor and works through individual representatives who help clients develop personalized strategies for cash flow, retirement, education funding, and estate planning. O.N. Investment Management Company offers modular and comprehensive financial planning, specialized hourly or fixed-fee consulting, and investment advisory programs through third-party platforms and advisor-directed programs. Representatives help clients construct portfolios utilizing stocks, bonds, mutual funds, and exchange-traded funds, or connect them with third-party professional money managers. The firm emphasizes tailored asset allocation and ongoing portfolio monitoring to match each client's specific time horizon, risk tolerance, and long-term financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.