Jeanne Oneill is a registered investment advisor at Brown Advisory, based in Wilmington, DE, with 17 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 4,415 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
Fees are negotiable. For portfolios under $5 million where the minimum is waived, rates are 1.25% on the first $3 million and 1.00% on the next $2 million.
Fee Estimator
Location
1201 North Market Street, Suite 1407, Wilmington, DE, 19801
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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 Activities
Jeanne serves as Power of Attorney for Helen Donato, a family member, dedicating minimal time to this activity.
Employment History
Current Registrations
Brown Advisory
Previous Registrations
Brown Advisory Securities, LLC
Wells Fargo Advisors, LLC
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.
Exams
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