Fee Based Investments

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O.N. Investment Management Company (ONIMCO) is ONESCO’s corporate RIA. Through ONIMCO, registered representatives gain access to a competitive menu of flexible investment advisory products and the tools needed to build their fee-based business. Current offerings include financial planning services, mutual fund wrap fee programs, and asset management services.

    • Financial Planning Services
      Our fee-for-plan program will equip you with the tools to provide your clients with customized financial plans to meet their individual needs and allow you to get compensated for the advice you provide.
    • Mutual Fund Wrap-Fee Programs
      We offer some of the most competitive and recognized mutual fund wrap-fee programs in the industry. Designed for distribution by investment adviser representatives, our programs allow you to gather assets by offering professional portfolio management services. We provide an opportunity for you to delegate the management of your clients’ assets to professional portfolio managers while you focus on managing the client relationship and building your practice.
    • Asset Management Services
      Our individually-managed investment program is designed for investors seeking professionally-managed accounts for an all-inclusive fee. You and your clients will have access to a range of institutional portfolio managers. These services allow your clients to receive personalized investment management with a higher level of specialization. The use of individual securities in their portfolios gives clients additional flexibility and more control over their taxes. Our asset management product includes consolidated reporting, custody and safekeeping, ongoing account monitoring, comprehensive quarterly performance reports, automatic fee calculation and fee-billing services.

Here are some helpful resources to learn more about these subjects.

Learn more about fee based investing: Learn about fee based planning

Fee based investments: Learn about fee based planning

Fixed income portfolios: Learn about Fixed income portfolios

ONIMCO’s advisers provide financial planning services and investment advisory accounts to individuals, families, businesses and other organizations throughout the United States. These advisers draw upon personal experience and education to formulate strategies for unique and personalized plans and strategies. Many ONIMCO advisers hold professional designations, such as the Certified Financial PlannerTM (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). All advisers are required to maintain the Series 6 or Series 7 and may be required to have other licenses or designations as required by various state regulatory guidelines.

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