Neil Werberig
Neil Werberig is a registered investment advisor at Maximum Asset Strategies, based in San Diego, CA, with 43 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Retirement Planning, and 1 more. Their firm serves 9 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maximum Asset Strategies does not directly manage client investments. Instead, they refer clients to third-party money managers. These managers will have their own fee structures, which will be disclosed to you separately. Neil J. Werberig receives a portion of the fees you pay to the third-party manager.
Location
13500 Evening Creek Dr N, #555, San Diego, CA, 92128
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 ActivitiesSells Insurance
Neil is the owner/president and insurance agent/producer at Maximum Asset Strategies, LLC, an RIA firm, dedicating full-time hours to sales and service of insurance and investment products. He also volunteers on the Upper Makefield Township Pension Committee and is president of Tree of Life Ministries, spending minimal time on each.
Employment History
Current Registrations
Maximum Asset Strategies
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Eagle Strategies CORP
Nylife Securities INC.Broker
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.