Yvonne Oneill
Yvonne Oneill is a registered investment advisor at O'neill Financial Management, INC., based in Lake Forest, CA, with 26 years of industry experience. Yvonne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 139 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O'Neill Financial Management offers two investment management services:
- Comprehensive Portfolio Management: Fees are charged through Independent Money Managers and will not exceed 1.60% annually, billed quarterly in advance.
- American Funds Service: The annual fee is 1.00%, billed quarterly in arrears.
Location
23201 Lake Center Drive, Suite 215, Lake Forest, CA, 92630
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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
Yvonne is a full-time owner/employee of O'Neill Financial Management, providing tax, accounting, financial advisory services, and selling fixed and variable annuities since 1983. She also serves on the board of directors for The Wooden Floor, a non-profit organization, and is a council member at St. Kilian Catholic Church, dedicating minimal time to each.
Employment History
Current Registrations
O'neill Financial Management, INC.
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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