Neal Patel is a registered investment advisor at Mrm Financial Advisors, LLC, based in Frisco, TX, with 3 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 35 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MRM Financial Advisors' fee is based on the value of your portfolio and is negotiable, with standard fees of 1% up to a maximum of 2%. The fee is invoiced quarterly, and clients receive statements from both the advisor and the custodian.
Location
3001 Dallas Pkwy, Ste 750, Frisco, TX, 75034
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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.
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Neal works as a Wealth Manager at Endeavour Private Wealth, managing client financial plans and business operations. This role takes nearly all of Neal's time.
Employment History
Current Registrations
Mrm Financial Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.