Benny Stewart
Benny Stewart is a registered investment advisor at On Investment Management CO, based in Lee's Summit, MO, with 14 years of industry experience. Benny 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
2641 NE McBaine Drive, Lee's Summit, MO, 64064
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
February 2019Judgment / Lien
April 2017Judgment / Lien
March 2015Other Business ActivitiesSells Insurance
Benny is an insurance agent since 2019, dedicating about a quarter of his time to writing insurance business at 2641 NE MCBaine Drive, Lees Summit, MO. Benny also spends minimal time writing insurance as an agent for McGill, Rediger & Simmons, LLC in Omaha, NE.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.