Gerard O'neill
Gerard O'neill is a registered investment advisor at Elevated Capital Advisors, LLC, based in Chalfont, PA, with 7 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,007 clients with $500M 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 | 2.25% |
Fees vary by advisor and program, with total advisory fees not exceeding 2.25% of assets under management. Administration fees range from 0.25% to 0.75%, and advisor fees range up to 1.75% depending on the portfolio type.
Fee Estimator
Location
Chalfont, PA
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Regulatory History (1)
Regulatory
August 2017Other Business ActivitiesSells Insurance
Gerard owns GJO Financial, LLC, an insurance business focused on selling life insurance and annuities since 2009, taking about 10-20% of his time. He also volunteers at Central Bucks South High School and teaches accounting and finance to MBA students at LaSalle University.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Cg Advisory Services
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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