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Gerard Joseph O'neill

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:$150 - $500/hr

ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

Chalfont, PA

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2017
Final
Other Business ActivitiesSells Insurance

Gerard owns GJO Financial, LLC, an insurance business focused on selling life insurance and annuities since 2009, taking about 10-20% of his time. He also volunteers at Central Bucks South High School and teaches accounting and finance to MBA students at LaSalle University.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cg Advisory Services
April 2019 - April 2023 · 4 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Gerard Joseph O'neill - Financial Advisor | AdvisorDiscover