NS
ChFC
NS
ChFC

Neal Salah

24 Years of Experience
Park Ridge, IL
BrokerSells Insurance

Neal Salah is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Park Ridge, IL, with 24 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

841 W Touhy Ave, Park Ridge, IL, 60068

Get directions

History

Regulatory History
Clean regulatory record

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 owns Western Sky Capital LLC, an investment or commercial property. He also owns Neal Salah's Insurance Agency as an agent for State Farm, dedicating about half of his time to servicing customers and supervising employees. Additionally, Neal is a passive investor in 1926-28 N Humboldt LLC, which owns an apartment building.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.Broker
August 2001 - Present · 24 yrs 9 mos
State Farm Vp Management CORP.
August 2001 - Present · 24 yrs 9 mos
State Registrations4 states
ILINMOWI
AdvisorBrokerBoth

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
No exam information available for this advisor.