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Neal Schear

18 Years of Experience
Cincinnati, OH

Neal Schear is a registered investment advisor at Schear Capital, INC., based in Cincinnati, OH, with 18 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $9.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$9.4M average
Assets Under Management
$9.4M

Fee Structure

Investment management only (planning not offered)

Schear Capital charges an annual fee of 1.25% of the hedge fund's net asset value, calculated at the end of each quarter. This fee covers all operating expenses except for annual audit fees. They may also receive a performance-based fee of 15% of net capital appreciation exceeding 12% annualized, but this hasn't been paid since 2007.

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Location

9987 Carver Road, Suite 120, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Neal is a general and limited partner in Schear Investment Partners LP, dedicating about a quarter of his time to managing the partnership and making investment decisions. He is also a general partner in Schear 12 Partnership, spending minimal time on its affairs.

Employment History
Current Registrations
Schear Capital, INC.
February 2017 - Present · 9 yrs 3 mos
Schear Investment Advisers, LLC
February 2008 - Present · 18 yrs 3 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.