Brian Neal is a registered investment advisor at Cx Institutional, LLC, based in Auburn, IN, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,560 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Location
200 East 7th Street, Auburn, IN, 46706
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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
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.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Personal Wealth Partners LLC
LPL Financial LLCBroker
Hefty Wealth Partners
Edward Jones
Edward JonesBroker
State Registrations2 states
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
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