Chad O'neil is a registered investment advisor at Gw&k Investment Management, LLC, based in Boston, MA, with 6 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 50,559 clients with $53B in assets under management.
Compensation
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Fee Structure
GW&K's standard annual management fee is generally 1.00% for equity strategies and 0.65% for fixed income strategies on initial investment. Fee rates and breakpoints vary depending on the size of an account and the investment strategy selected. Fees may be negotiable depending on a client’s special circumstances such as asset levels, service requirements, or other factors. Some accounts may have fee schedules that are higher than their standard fee schedule. GW&K also reserves the right to waive all or a portion of its fees at any time.
Location
222 Berkeley Street, 15th Floor, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gw&k Investment Management, LLC
Amg Distributors, INC.
Amg Distributors, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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