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Kylee O'neil
7 Years of Experience
Delta, OH
1 DisclosureBroker
Kylee O'neil is a registered investment advisor at Advisors Asset Management, INC., based in Delta, OH, with 7 years of industry experience. Kylee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,505 clients with $2.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
126 advisors
Number of Clients
1,505 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.2B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees for fixed income strategies generally range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Delta, OH
Get directionsHistory
Regulatory History (1)
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Financial
January 2026Final
Employment History
Current Registrations
Advisors Asset Management, INC.Broker
April 2024 - Present · 2 yrs 6 mos
Advisors Asset Management, INC.
April 2024 - Present · 2 yrs 6 mos
Advisors Asset Management, INC.
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Kestra Private Wealth Services, LLC
June 2020 - March 2024 · 3 yrs 9 mos
Kestra Investment Services, LLCBroker
June 2020 - March 2024 · 3 yrs 9 mos
UBS Financial Services INC.
July 2019 - July 2020 · 1 yr
UBS Financial Services INC.Broker
July 2019 - July 2020 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - July 2019 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - July 2019 · 7 mos
State Registrations7 states
INKYMINCOHSCWV
AdvisorBrokerBoth
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
No exam information available for this advisor.