Neil Kalb is a registered investment advisor at Titleist Asset Management, LLC, based in San Antonio, TX, with 28 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, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
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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
Neil is a registered representative with Titleisit Capital, LLC since 2011 and an investment adviser representative with Titleist Asset Management, LLC since 2023. Both activities are investment related.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Titleist Capital, LLC
Swbc Investment Company
Swbc Investment Services, LLCBroker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Citicorp Investment ServicesBroker
America First Associates CORP.Broker
State Registrations1 state
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