O'Neill Financial Management offers investment management and consulting services to individuals and other clients. They aim to help clients achieve their financial goals while considering their risk tolerance and time horizon. O'Neill Financial Management uses DFA Funds and American Funds. They also provide retirement plan consulting to employer plan sponsors.
Assets Under Management$76M
Clients139
Advisors3
Avg. per Client$550K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
O'Neill Financial Management offers two investment management services:
- Comprehensive Portfolio Management: Fees are charged through Independent Money Managers and will not exceed 1.60% annually, billed quarterly in advance.
- American Funds Service: The annual fee is 1.00%, billed quarterly in arrears.
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