How does O’NEIL GLOBAL ADVISORS, INC. help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Offers a wide range of financial services
- Serves different types of clients
- Has a strong reputation for professionalism and success
Facts and Insights about O’NEIL GLOBAL ADVISORS, INC.
O’NEIL GLOBAL ADVISORS, INC. is a reputable financial advisory firm that provides expert guidance to clients seeking to make sound financial decisions. With years of experience in the financial industry, the company has a team of highly skilled and knowledgeable advisors who are dedicated to helping individuals and businesses reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | 10+ years |
Financial Services Offered
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- College savings planning
- Business planning
Client Types
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
O’NEIL GLOBAL ADVISORS, INC. charges competitive fees based on the type and complexity of services provided. The company is transparent about its fee structure and does not have any hidden costs or commissions. They operate on a fee-only basis, ensuring that their clients’ best interests are always the top priority.
Background
O’NEIL GLOBAL ADVISORS, INC. was founded in 2009 by financial expert John O’Neil. With a passion for helping others achieve financial success, John created the company with the mission of providing personalized and comprehensive financial solutions to individuals and businesses. Today, the company has expanded its services and has a team of experienced advisors who share the same commitment to excellence.
Financial Advisor Disclosures to Know
- O’NEIL GLOBAL ADVISORS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The company has a clean disciplinary record with no instances of regulatory actions or sanctions.
- All advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times.