Jerry Neal
Jerry Neal is a registered investment advisor at Everstar Asset Management, LLC, based in Cornelius, NC, with 13 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,132 clients with $340M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees are negotiable and lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Cornelius, NC
Get directionsHistory
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
Jerry officiates NCAA football games and owns rental properties. He also offers insurance products and services through Advanced Wealth Strategies, dedicating a few hours per week to this.
Employment History
Current Registrations
Everstar Asset Management, LLC
Previous Registrations
Alphastar Capital Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
State Registrations2 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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