Neal Adler
Neal Adler is a PFS-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Metairie, LA, with 26 years of industry experience. Neal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
3939 N Causeway Blvd Ste 206, Metairie, LA, 70002
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 ActivitiesSells Insurance
Neal is a partner at Jacobson Adler LLC, a CPA firm, and the owner of Neal K Adler, CPA, LLC, dedicating full-time hours to CPA/tax services. He also works as an agent selling insurance and other investment products for Advantage Network Financial Services, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investments, 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.
Exams
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