Neale Financial, LLC offers personalized investment management and financial planning services. The firm works with clients to determine their investment objectives and risk tolerance, developing strategies to provide continuous and focused investment advice. Neale Financial also offers financial planning services, delivering written plans designed to help clients achieve their financial goals. Investment recommendations are based on the client's financial situation and goals.
Assets Under Management$47M
Clients166
Advisors1
Avg. per Client$280K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000. Legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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