Neal Bobys is a registered investment advisor at Research Financial Strategies, based in Rockville, MD, with 13 years of industry experience. Neal 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 533 clients with $250M 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 | 3.00% |
Annual fees range between 0.50% and 3.00% of assets under management and are negotiable based on account size, asset types, and trading activity.
Fee Estimator
Location
2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264
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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 Activities
Neal is involved in several business activities, including managing investment properties, owning real estate through various partnerships, working for a media buying company (about a quarter of his time), and providing telecom consulting (about 10-20% of his time). He also serves as VP and Treasurer for ECRUISERS.COM LLC, dedicating minimal time to administrative duties, and does advisory business for Reutemann Financial Solutions, Inc.
Employment History
Current Registrations
Research Financial Strategies
State Registrations1 state
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Exams
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