Douglas Oneill
Douglas Oneill is a registered investment advisor at Market Street Wealth Management Advisors, LLC, based in Indianapolis, IN, with 13 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 427 clients with $780M 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 $500K | 1.30% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
Fees are negotiable for accounts over $25,000,000. Standalone investment management without planning receives a 30% discount on these rates.
Fee Estimator
Location
Indianapolis, IN
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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 →Employment History
Current Registrations
Market Street Wealth Management Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, 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.
Exams
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