Thorne Oconnell is a registered investment advisor at X Advisors, LLC, based in Santa Maria, CA, with 2 years of industry experience. Thorne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 659 clients with $230M 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 | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable and based on the scope and complexity of client circumstances.
Fee Estimator
Location
2646 Santa Maria Way, Suite 104, Santa Maria, CA, 93455
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
Thorne uses a DBA name for marketing purposes related to financial services and is also an IAR for X Advisors, LLC. These activities require minimal time.
Employment History
Current Registrations
X Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations30 states
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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