Wirt Neale
Wirt Neale is a CFP-designated registered investment advisor at Neale Financial, LLC, based in Mount Pleasant, SC, with 15 years of industry experience. Wirt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 166 clients with $47M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000. Legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
Mount Pleasant, SC
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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 ActivitiesSells Insurance
Wirt is a licensed insurance agent, and Neale Financial, LLC is a licensed insurance agency since 2010. Wirt dedicates a few hours per week to insurance activities and nearly full-time to investment activities.
Employment History
Current Registrations
Neale Financial, LLC
State Registrations4 states
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.