Francis M. Neary, CPA operates as a solicitor firm that refers potential clients to third-party registered investment advisors for investment management and advisory services. Instead of managing investments directly, Francis M. Neary, CPA evaluates client needs and suggests appropriate partner investment management firms. In exchange for this referral, Francis M. Neary, CPA receives a portion of the investment management fee paid by the client to the third-party advisor, with no additional fee charged to the client for the referral. In addition to solicitor services, the principal operates an accounting practice and is licensed as an independent insurance agent, offering insurance products for commission. The firm works primarily with high-net-worth individuals and does not exercise discretionary trading authority or custody over client assets.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.