Donald Mcneill
Donald Mcneill is a ChFC-designated registered investment advisor at On Investment Management CO, based in Thomson, GA, with 26 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.
Location
Thomson, GA
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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
Donald is the owner of McNeill Financial Services, LLC, where he sells fixed life and annuity insurance products, dedicating a few hours per week. He also owns McNeill Investment Co. LLC, a real estate rental business, spending about a quarter of his time on this.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
The O.N. Equity Sales Company
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.Broker
State Registrations2 states
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.