John O'connell is a registered investment advisor at John G. O'connell, based in Irvine, CA, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 30 clients with $24M 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 | 1.50% |
Fees are negotiable depending on the complexity of the engagement.
Fee Estimator
Location
Irvine, CA
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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 →Employment History
Current Registrations
John G. O'connell
Previous Registrations
Alden Capital
J. Alden Associates, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Fsic
FsicBroker
Raymond James Financial Services
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
1st Discount Brokerage, INC.Broker
Acument Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations1 state
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