Michael O'neil
Michael O'neil is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,961 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAIM charges an annual asset-based investment advisory fee up to 3.00%, negotiated between the client and the investment advisor representative (IAR). The fee depends on factors like the size of the relationship, inclusion/exclusion of transaction fees, and complexity of services. Fees are typically based on the market value of assets under management at the end of the prior month or quarter, but may be offered as a fixed quarterly fee. Clients also pay transaction fees for each trade, including no-transaction-fee mutual funds. IAIM may recommend third-party asset managers (TPAMs), in which case the client's overall fees will include IAIM's fee plus the TPAM's fees.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsHistory
Regulatory History (4)
Regulatory
October 2019Regulatory
May 2019Investigation
December 2018Employment Separation After Allegations
November 2018Other Business Activities
Michael is the owner and president of O'Neil Wealth Services, LLC, a private label entity for his financial business, since 2013. This activity is full-time.
Employment History
Current Registrations
International Assets Investment Management, LLC
Previous Registrations
Patriot Wealth Strategies, LLC
The Patriot Financial Group, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.