Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on an annual percentage of assets under management, billed quarterly in advance. The maximum annual investment advisory fee is 2.00%, but fees may be negotiable. Financial planning fees are included in the investment management fees. Consulting fees are negotiated up to $265/hour. This firm does not have a minimum initial account value.
Areas of Practice
Advisor Information
Office location
4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401
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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 ActivitiesSells Insurance
Gwendolyn is involved in several business activities, including owning O'Connell Properties, MyDSTPlan, and O'Connell Insurance Services, as well as being President/Consultant for O'Connell Pension Consulting Inc. She also dedicates time to marketing deferred sales trusts and helping clients set them up, and sells group health and life insurance.