Marisol O'neil
Marisol O'neil is a registered investment advisor at Charles Schwab & CO., INC., based in Bakersfield, CA, with 17 years of industry experience. Marisol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
5555 Truxtun Ave, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (2)
Financial
April 2025Customer Dispute
October 2024Other Business Activities
Marisol is an independent consultant for Rodan and Fields, selling skincare products since 2017. She is also a co-owner of Card'ology LLC, a management consulting service, since 2022; both activities take about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations11 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.