Laura O'neil is a registered investment advisor at Investment Leadership, LLC, based in Forest, VA, with 5 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 125 clients with $86M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Investment Leadership retains the ability to charge the client a flat percentage fee not to exceed the maximum rate in the schedule above. The annual fee for clients may be lowered in the sole discretion of Investment Leadership. Employee accounts and accounts for employee family members may be waived in the sole discretion of Investment Leadership. The fee for the CD Asset Management Program and Consulting Asset Management program is 0.25% annually billed quarterly.
Fee Estimator
Location
14805 Forest Road, Suite 226, Forest, VA, 24551
Get directionsHistory
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
Laura works for Shamrock Construction Enterprises, Inc. as an Administrative and Office Manager since 1994, spending about 10-20% of her time on administrative tasks and office management.
Employment History
Current Registrations
Investment Leadership, LLC
State Registrations1 state
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