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
831 W. Northland Ave, Appleton, WI, 54914
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 Activities
April works as an Office Manager at Wisconsin Financial Group, handling office tasks and assisting representatives. This is a full-time commitment for April.