Justin Neuwirt is a CFP-designated registered investment advisor at Neu Wealth Group, based in New Albany, OH, with 12 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 139 clients with $290M 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% |
Maximum annual fee is 1.00%. Fees are billed quarterly in arrears and are negotiable.
Fee Estimator
Location
New Albany, OH
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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 →Employment History
Current Registrations
Neu Wealth Group
Previous Registrations
First Manhattan CO
First Manhattan COBroker
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Gfa Securities, LLCBroker
Gerstein Fisher
State Registrations6 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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