Andrew O'neill
Andrew O'neill is a registered investment advisor at Gradient Wealth Management, based in South Bend, IN, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
53790 Generations Dr, South Bend, IN, 46635
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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
Andrew owns O'Neill Asset Management, LLC, which is a DBA for insurance and investment business, dedicating nearly full-time hours to it. He also owns rental properties through Grand Rapids Rentals, LLC and O'Neill Holdings, LLC, and refers clients to Ashton King Insurance Agency, LLC and Better Tax Services, and is a board member for Community Kids.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Gradient Advisors, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Glp Investment Services, LLCBroker
Waddell & Reed, INC.Broker
State Registrations26 states
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