Stanley Lovelace
Stanley Lovelace is a registered investment advisor at On Investment Management CO, based in Chicago, IL, with 33 years of industry experience. Stanley 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
1327 W Washington St, Suite 4A, Chicago, IL, 60607
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1998Other Business ActivitiesSells Insurance
Stanley owns Lovelace & Associates Inc and Strategic Financial Group, both focused on selling insurance products, dedicating full-time and nearly full-time hours respectively. He is also a partner at Crossroad Wealth Partners LLC, spending about half his time recruiting and training agents to market fixed insurance products, and owns Easytermlife.com, spending minimal time marketing term life insurance online.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations20 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.