Thorne Oconnell is a registered investment advisor at X Advisors, LLC, based in Santa Maria, CA, with 2 years of industry experience. Thorne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 275 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X Advisors charges a maximum annual fee of 2.50% for asset management services. The specific fee is based on the scope and complexity of each client's circumstances and is outlined in the advisory agreement. Fees are billed monthly in advance, based on the value of the account on the last business day of the previous month. Fees are negotiable and deducted from client accounts.
Location
2646 Santa Maria Way, Suite 104, Santa Maria, CA, 93455
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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 →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 Registrations29 states
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