Mei-Lee Ney
Mei-Lee Ney is a registered investment advisor at Richard Ney & Associates Asset Management, INC., based in Pasadena, CA, with 28 years of industry experience. Mei-Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $180M 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 | 1.80% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above based upon certain criteria (e.g., historical relationship, type of assets, anticipated future additional assets, dollar amounts of assets to be managed, and related accounts, etc.).
Fee Estimator
Location
Pasadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Richard Ney & Associates Asset Management, INC.
State Registrations1 state
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