Thomas O'neil
Thomas O'neil is a registered investment advisor at Atlantic Union Municipal Advisors, INC, based in Glen Allen, VA, with 6 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be tiered down and/or negotiated by clients if certain minimum levels of assets under management are attained.
Fee Estimator
Location
4300 Cox Road, Glen Allen, VA, 23060
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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 Activities
Thomas owns a rental property since 2015. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Atlantic Union Municipal Advisors, INC
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Old Dominion Capital Management INC.
Suntrust Advisory Services, INC.
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.