Cameron O'neill is a registered investment advisor at Family Fiduciary Services, INC., based in Beverly, MA, with 7 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 94 clients with $200M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable. Higher fees (1.50%) apply when also serving as a trustee and/or providing bill paying and tax organization services.
Fee Estimator
Location
900 Cummings Center, Suite 212-U, Beverly, MA, 01915
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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
Family Fiduciary Services, INC.
Previous Registrations
Citigroup Global Markets INC.
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Fidelity Distributors Company LLCBroker
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.