Neil Piper
Neil Piper is a registered investment advisor at Invest for a Lifetime, LLC, based in Red Bank, NJ, with 41 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 315 clients with $78M 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 $999K | 1.00% |
| $999K - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for assets over $5 million.
Fee Estimator
Location
165 Highway 35, Suite 1, Red Bank, NJ, 07701
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 sells life insurance and fixed annuities through Zenith Marketing since 2015, and non-variable insurance through Ash Brokerage since 2022, dedicating minimal time to the latter. He also provides investment advisory services through Invest for a Lifetime, LLC, spending full-time hours on this activity.
Employment History
Current Registrations
Invest for a Lifetime, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Private Client Advisory Group, LLC
LPL Financial LLC
Fortis Group Advisors LLC
LPL Financial LLC
Rockdale Associates, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Kirlin Securities INC.Broker
Vestax Securities Corporation
Vestax Securities CorporationBroker
American Capital CorporationBroker
Focus Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations10 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.