Kaitlyn O'neill
Kaitlyn O'neill is a registered investment advisor at Massachusetts Wealth Management, LLC, based in North Andover, MA, with 6 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 305 clients with $250M 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable and MWM may set a flat fee that results in a lower fee than the table described above. The Firm will not charge a flat fee that is greater than the graduated fee table.
Fee Estimator
Location
807 Turnpike Street, North Andover, MA, 01845
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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
Massachusetts Wealth Management, LLC
Previous Registrations
Barclays Capital INC.Broker
State Registrations2 states
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