Debra Neiman
Debra Neiman is a CFP-designated registered investment advisor at Neiman & Associates Financial Services, LLC, based in Watertown, MA, with 29 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 36 clients with $37M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Watertown, MA
Get directionsHistory
Regulatory History (1)
Criminal
April 1982Other Business Activities
Debra is a member/manager of Pembroke Properties, LLC, formed in 2005 to maintain office space for the RIA and rent out suites. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Neiman & Associates Financial Services, LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
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.