Ashley Loveall
Ashley Loveall is a registered investment advisor at Osaic Wealth, INC., based in Lansing, MI, with 13 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4293 Five Oaks Drive, Lansing, MI, 48911
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Regulatory 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 ActivitiesSells Insurance
Ashley owns an insurance sales business, dedicating a few hours per week to it. She also works nearly full-time as a Registered Investment Advisor Representative and Registered Representative, and spends minimal time as power of attorney for her father.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Ataraxis Advisors LLC
Previous Registrations
Managed Money Concepts
Securities America, INC.Broker
State Registrations10 states
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