A. Neff Associates, located in Pittsburgh, Pennsylvania, offers investment management and financial planning services. They provide investment advice and monitor portfolios for individuals, small businesses, and retirement plans. Financial planning services include comprehensive plans addressing lifetime financial requirements or limited-scope advice focusing on specific goals like retirement, estate planning, or college funding. They also offer consulting services for sponsors of retirement plans.
Assets Under Management$27M
Clients27
Advisors1
Avg. per Client$1M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual advisory fee is 0.50% of the value of assets under management and is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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