Douglas Oneill
Douglas Oneill is a registered investment advisor at Market Street Wealth Management Advisors, LLC, based in Indianapolis, IN, with 12 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 419 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Market Street Wealth Management Advisors offers investment management services where your fee is based on a percentage of the value of your portfolio.
Wealth Management (includes financial planning)
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $1,625.00
Investment Management without Planning
- Up to $500,000: 0.91% per year
- $500,000 to $1,000,000: 0.56% per year
- $1,000,000 to $5,000,000: 0.45% per year
- $5,000,000 to $10,000,000: 0.32% per year
- $10,000,000 to $25,000,000: 0.25% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $900.00
Foundations Program
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum annual fee of $4,000.00
Clients who participate in the Vanguard program will pay an additional 0.20% advisory fee directly to Vanguard.
Location
3105 E 98th Street, Suite 170, Indianapolis, IN, 46280
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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 →Employment History
Current Registrations
Market Street Wealth Management Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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