Neil Unger is a CFP-designated registered investment advisor at Aire Advisors, LLC, based in Beverly Hills, CA, with 5 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 369 clients with $1B 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 $2.0M | 0.95% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
International clients generally incur an additional 0.30%. Fees are negotiable for accounts over $25,000,000. Firm also offers custom flat fees up to $125,000 per year, and AIRE One services up to $500,000 per year.
Fee Estimator
Location
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212
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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
Aire Advisors, LLC
Previous Registrations
Alliance Advisory & Securities, LLC
David S Reinders
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.
Exams
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