Gerard O'neill
Gerard O'neill is a registered investment advisor at Elevated Capital Advisors, LLC, based in Chalfont, PA, with 6 years of industry experience. Gerard 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 1,031 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.
Managed Model Portfolios:
- ECA Administration Fee: 0.25% - 0.75%
- Financial Advisor Fee: 0.00% - 1.25%
Advisor Directed Managed Accounts:
- ECA Administration Fee: 0.25%
- Financial Advisor Fee: 0.00% - 1.75%
Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.
Location
Chalfont, PA
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Regulatory History (1)
Regulatory
August 2017Other Business ActivitiesSells Insurance
Gerard owns GJO Financial, LLC, an insurance business focused on selling life insurance and annuities since 2009, taking about 10-20% of his time. He also volunteers at Central Bucks South High School and teaches accounting and finance to MBA students at LaSalle University.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Cg Advisory Services
State Registrations1 state
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.