Robert Oneil is a CFA-designated registered investment advisor at Birch Hill Investment Advisors LLC, based in Boston, MA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 195 clients with $2.9B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of up to $20,000. Birch Hill may, at its discretion, charge a lesser fee than the stated minimum or reduce its standard investment management fee.
Fee Estimator
Location
One International Place, Suite 770, Boston, MA, 02110
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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
Robert is a director and committee member for Louisa May Alcott's Orchard House Inc. and an investment committee member for Foundation for MetroWest. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Birch Hill Investment Advisors LLC
Previous Registrations
Seaward Management CORP
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.