Thomas Neely
Thomas Neely is a registered investment advisor at Island Asset Management, LLC, based in Saint Simons Island, GA, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $80M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
247 Edwards Plaza Unit 17, Box 13, Saint Simons Island, GA, 31522
Get directionsHistory
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
Thomas is a general partner and minority owner in Thomas T. Neely Family, LLP, managing timber and real estate holdings for his family, dedicating minimal time. He also owns farm equipment through Willmar Plantation, LLC, requiring minimal time, and is a Senior Vice President at TNB Financial Services, Inc., spending about half his time providing advice to clients.
Employment History
Current Registrations
Island Asset Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Synovus Securities, INC.
Synovus Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
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.