Arlene Neff is a registered investment advisor at A. Neff Associates LLC, based in Pittsburgh, PA, with 42 years of industry experience. Arlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 27 clients with $27M 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 | 0.50% |
The annual advisory fee is 0.50% of the value of assets under management and is non-negotiable.
Fee Estimator
Location
Pittsburgh, PA
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Regulatory History (1)
Regulatory
September 2017Other Business Activities
Arlene is the principal and sole proprietor of Neff Associates, a registered investment advisor and financial planner, since 1987. She dedicates about 10-20% of her time to this business, including time during securities trading hours, providing financial evaluation, analysis, and proposals to clients.
Employment History
Current Registrations
A. Neff Associates LLC
Previous Registrations
Arlene M. Neff DBA A. Neff Associates
Peter Elish Investments SecuritiesBroker
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
Parker/hunter IncorporatedBroker
State Registrations1 state
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.