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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees apply to SEI and AssetMark programs and are negotiable. Third-party managers like Gradient and Brinker have separate fee schedules.
Fee Estimator
Location
Rapid City, SD
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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 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.
Exams
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