Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are agreed upon in advance, not generally exceeding $5,000 unless authorized by ONIMCO Home Office. Specialized financial services are billed hourly (up to $350/hr) or fixed fee (up to $5,000/year), also requiring authorization for higher fees. Investment advisory program fees vary by sponsor, with tiered schedules for larger accounts. IARs may charge between 0.30% - 1.50% annually, but this may not include all fees. Fees are deducted from your account. ONIMCO clients with similar account size might not pay the same fee.
Areas of Practice
Advisor Information
Office location
615 Riffel Road, Suite A, Wooster, OH, 44691
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an investment advisor representative and sells life and disability insurance through The Taylor Agency, dedicating about 10-20% of his time to each. He also serves as treasurer for Long Run Properties LLC and the Boys and Girls Club of Wooster, spending minimal time on each.