Anna-Marie Lovell
Anna-Marie Lovell is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 18 years of industry experience. Anna-Marie 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 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2025Customer Dispute
June 2025Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Anna-Marie is an independent contractor and insurance agent since 2008, dedicating about 10-20% of her time to selling fixed annuities, equity index annuities, and fixed life insurance, as well as servicing clients. She also holds roles as an investor in Velur Enterprises Inc and an Advanced Planning Lead at Collective VFO, and uses Lovell Wealth Management as a marketing name.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations12 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.