Neiman & Associates Financial Services provides financial planning and investment management services. Neiman offers advice on cash flow, tax planning, insurance, education funding, retirement, and estate planning. Neiman is a fee-only firm, meaning it only receives compensation from client fees and does not sell financial products or receive commissions.
Assets Under Management$37M
Clients36
Advisors1
Avg. per Client$1M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...