Michael Macneal is a registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 7 years of industry experience. Michael 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 5 more. Their firm serves 314 clients with $970M 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 | 1.15% |
| $1.0M - $2.0M | 0.81% |
| $2.0M - $3.0M | 0.56% |
| $3.0M - $4.0M | 0.39% |
| $4.0M - $5.0M | 0.26% |
| $5.0M - $10.0M | 0.17% |
| $10.0M - $15.0M | 0.11% |
| $15M+ | 0.07% |
Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.
Fee Estimator
Location
24 W Market Street, West Chester, PA, 19382
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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.
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Michael is a partial owner of Buildng of West Chester, LLC, a real estate company, since February 2025. He handles property management, dedicating a few hours per week during trading hours.
Employment History
Current Registrations
Veery Capital, LLC
State Registrations1 state
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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