Sean Oneill is a CFA-designated registered investment advisor at Doheny Asset Management, L.L.C., based in Los Angeles, CA, with 5 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $160M 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 | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
There are also separate fee schedules for fixed income only (0.50% on the first $5 million, 0.45% on the next $5 million, 0.40% on amounts in excess of $10 million) and tax-exempt fixed income only (0.35% annually).
Fee Estimator
Location
12400 Wilshire Blvd., Suite 1480, Los Angeles, CA, 90025
Get directionsHistory
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
Sean serves as trustee for the Paquita Machris Trust and four other separate trusts, making investment allocation decisions. He spends a few hours per week on these trust-related activities.
Employment History
Current Registrations
Doheny Asset Management, L.L.C.
Previous Registrations
Cordhaven Capital Management
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.