| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The Adviser may choose to charge a lower asset based fee at its sole discretion.
1630 W Oak St, Suite 201, Zionsville, IN, 46077
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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 →Kyle operates under the DBA O'Neill Asset Management, providing insurance and advisory services, dedicating a few hours per week to insurance services. He also serves as Vice President providing office support for O'Neill Asset Management, spending nearly full-time on this role.