Neil Tendler is a PFS-designated registered investment advisor at Shore Point Advisors, LLC, based in Brielle, NJ, with 12 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 648 clients with $260M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Location
402 Higgins Ave, Brielle, NJ, 08730
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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 partner at Echelon Advisors LLC, providing tax and financial planning services, dedicating full-time hours to this role. He also serves as a trustee, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Shore Point Advisors, LLC
Previous Registrations
Crimmins Wealth Management, LLC
Park Avenue Securities LLC
Wilmington Family Office, INC.
Kpmg Investment Advisors
State Registrations1 state
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