Neil Treger is a registered investment advisor at Treger & Associates, based in Lexington, VA, with 23 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee is negotiable for higher levels of assets managed but will not exceed 3% of assets.
Fee Estimator
Location
Lexington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Treger & Associates
State Registrations3 states
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