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Neal Bacher Bobys

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
580 clients
Average Client Portfolio
$439K average
Assets Under Management
$254.4M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264

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History

Regulatory History
Clean regulatory record

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.

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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
January 2013 - Present · 13 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.