Juliana O'neill is a registered investment advisor at Tesfaye O'neill Financial, based in Alexandria, VA, with 3 years of industry experience. Juliana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 95 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.94% |
| $1.0M - $4.0M | 0.74% |
| $4M+ | 0.64% |
Fee is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money, Inc. receives fees of .50% per year on the average net assets of each series of the Matson Fund as the Adviser to the Matson Fund and this fee, paid through the Matson Fund is in addition to the management fees charged by Tesfaye O’Neill Financial, LLC. Custodial fees are .06% per year.
Fee Estimator
Location
6350 Walker Lane, Suite 530, Alexandria, VA, 22310
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
Juliana is an attorney with Tesfaye Amare PLLC, an estate planning law firm, since 2015. She dedicates full-time hours to this role, all during securities trading hours, assisting families with estate planning.
Employment History
Current Registrations
Tesfaye O'neill Financial
State Registrations2 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.