David Schlabach is a registered investment advisor at On Investment Management CO, based in Berlin, OH, with 37 years of industry experience. David 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
4585 St Rt 39, Berlin, OH, 44610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved in several business activities, including owning retail stores, real estate holdings, land acquisition, mineral rights, and real estate development. He also serves as a board member for a community bank and works as an RIA representative for Hummel Wealth Management, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
On Investment Management CO
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
Previous Registrations
On Investment Management CO
State Registrations21 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.