Brian David Neal

18 Years of Experience

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing

Cx Institutional, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,430 clients

Average Client Portfolio

$973K average

Assets Under Management

$3.3B

Fee Structure

Minimum Investment:$500

Location

200 East 7th Street, Auburn, IN, 46706

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.

Other Business Activities

Brian is an owner of Vest Pro, a business entity for tax and legal purposes only, dedicating minimal time. He was also engaged for a limited time to perform IAR services related to client conversions between CX Institutional and Personal Wealth Partners.