Stanley Mock
Stanley Mock is a CFP-designated registered investment advisor at On Investment Management CO, based in Boise, ID, with 54 years of industry experience. Stanley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.
Fee Estimator
Location
3601 N Lakeharbor Lane, Boise, ID, 83703
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Stanley is an insurance agent since 1969, selling and servicing long-term care, life insurance, and fixed annuities. This activity requires minimal time.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Metropolitan Life Insurance CompanyBroker
State Registrations14 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.
Exams
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