Neil Freeman
Neil Freeman is a registered investment advisor at Ameritas Advisory Services, LLC, based in Watertown, NY, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
19607 Nys Route 3, Watertown, NY, 13601
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2011Customer Dispute
March 2009Customer Dispute
May 2008Customer Dispute
April 1998Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Neil is licensed to sell fixed insurance products and works as a financial advisor for United Professional Advisors, dedicating full-time hours to this role. He also works for United Wealth Advisors Group and United Professional Benefits, focusing on life and health insurance, respectively, spending about 10-20% of his time and about a quarter of his time on these activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Carillon Investments, INC.Broker
Cadaret, Grant & CO., INC.Broker
The Investment Center, INC.Broker
Pmg Securities CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.