Neil Grossman is a CFP-designated registered investment advisor at Indfin LLC, based in South Orange, NJ, with 21 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 55 clients with $130M 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 $100K | 1.00% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.40% |
| $1M+ | 0.20% |
Fees are negotiable and may be lower for larger accounts, accounts within the same household, or less active accounts. Employees and their families receive reduced fees.
Fee Estimator
Location
South Orange, NJ
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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 ActivitiesSells Insurance
Neil is the managing member of GB Associates, LLC, a registered municipal advisor, where he performs financial analysis and provides advisory services. Neil is also an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Indfin LLC
State Registrations2 states
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