Austin Neary is a registered investment advisor at Plan2prosper LLC., based in Andover, NJ, with 17 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan2Prosper manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.75% to 1.5% per year. The exact percentage depends on the nature, size, and complexity of the service. Fees are calculated and payable quarterly in advance, quarterly in arrears, or daily.
Location
19 Green Farms Rd, Andover, NJ, 07821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Plan2prosper LLC.
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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