Justin Mcneal is a CFP-designated registered investment advisor at Trew Advisors, LLC, based in Rapid City, SD, with 17 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trew Advisors offers investment management through various platforms: SEI Managed Account Solutions, SEI Mutual Fund Models Program, and AssetMark. Fees vary depending on the platform and assets managed. For SEI programs, the annual fee is 1% on the first $1 million, decreasing to 0.5% for assets over $5 million. AssetMark fees are detailed in their disclosure brochure. Trew also uses third-party money managers like Gradient Investments and Brinker Capital, receiving a portion of their fees. Clients will not pay additional advisory fees to the third-party manager for these services.
Location
Rapid City, SD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an insurance agent at Trew Financial and Benefits Group since 2014, dedicating about half of his time to insurance sales and service. He also owns Trew Business Solutions, LLC, where he provides business services, bookkeeping, lending, and medical billing services, spending minimal time on this.
Employment History
Current Registrations
Trew Advisors, LLC
Previous Registrations
Trew Advisors, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.