Neil Maggi
Neil Maggi is a registered investment advisor at Trendscast Financial LLC, based in Eighty Four, PA, with 13 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 270 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Location
1056 Route 519, Eighty Four, PA, 15330
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
Neil is an insurance agent through America's Benefit, Inc. and Maggi Retirement Planning, though he spends no time on these activities during the day. He also prepares tax returns for clients from January to April, dedicating minimal time to this activity.
Employment History
Current Registrations
Trendscast Financial LLC
State Registrations5 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.