Neal Advisors, LLC acts as a promoter, introducing individuals, high net worth individuals, and corporations to Anchor Investment Management for portfolio management. Douglas Neal, the sole owner, uses his background as a Certified Public Accountant and education in taxation and economics to help clients understand their financial decisions and investment options. Neal Advisors does not directly manage client portfolios, hold client funds, or execute trades. Instead, the firm introduces clients to Anchor Investment Management and receives a portion of the advisory fee earned by Anchor, without increasing the total fees paid by the client. Clients retain the authority to engage or dismiss Anchor at any time.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.