William O'neil
William O'neil is a registered investment advisor at Advisory Alpha, LLC, based in Allen Park, MI, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
7608 Allen Rd, Allen Park, MI, 48101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
William is a partner at O'Neil Insurance Agency LLC, an insurance marketing agency, since 2008, dedicating a few hours per week. He also sells fixed insurance products, including life, disability, and long-term care, as an insurance agent, spending minimal time on this activity. Finally, William is president of WJO Inc., a DBA for business expenses.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
First Advisors National, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vestax Securities CorporationBroker
Forth Financial Securities, CorporationBroker
Multi-Financial Securities CorporationBroker
Great Lakes Equities CO.Broker
Mutual Service CorporationBroker
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.