Rene Neyrey is a ChFC-designated registered investment advisor at Neyrey, Rene' J., based in Clearwater, FL, with 1 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $7.4M 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 $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
3000 Gulf to Bay Blvd., Suite 501, Clearwater, FL, 33759
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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
Rene is an independent insurance agent selling insurance products since 1983, dedicating about a quarter of their time to this. Rene also owns Rene J Neyrey and Associates, Inc. and has been administering pension plans since 1984, spending about 10-20% of their time on this.
Employment History
Current Registrations
Neyrey, Rene' J.
Previous Registrations
Workman Securities Corporation
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.