Neil Jubaili is a CFP-designated registered investment advisor at Cedar Wealth Management, based in La Jolla, CA, with 17 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 51 clients with $360M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members of associated persons of the firm and former employees.
Fee Estimator
Location
La Jolla, CA
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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 CPA and owner of CWM Accountancy LLP, a certified public accounting firm, since 2014.
Employment History
Current Registrations
Cedar Wealth Management
Previous Registrations
Deloitte & Touche Investment Advisors LLC
State Registrations2 states
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