Gwendolyn O'connell is a registered investment advisor at Go Wealth Management, based in Eugene, OR, with 25 years of industry experience. Gwendolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 519 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GO Wealth Management charges an annual fee based on a percentage of the assets they manage. This fee covers investment advice, trade execution, and account maintenance. The fee is calculated on the household asset value and billed quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may be negotiable. GO Wealth may use margin, which increases the amount of billable assets and thus the fees collected. Legacy positions can be excluded from the fee calculation.
Location
4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401
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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
Gwendolyn is involved in several business activities, including owning O'Connell Properties, MyDSTPlan, and O'Connell Insurance Services, as well as being President/Consultant for O'Connell Pension Consulting Inc. She also dedicates time to marketing deferred sales trusts and helping clients set them up, and sells group health and life insurance.
Employment History
Current Registrations
Go Wealth Management
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Associated Securities CORP.Broker
Financial Network Investment CorporationBroker
State Registrations5 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.