Neil E. Burns, LLC refers clients to third-party investment advisors to manage their assets. NEBLLC ensures the advisors are properly licensed. NEBLLC receives a portion of the advisory fee from the third-party advisor. NEBLLC does not review the ongoing performance of the third-party advisor. The firm offers the same services to all clients, but investment strategies are tailored to individual circumstances. Clients cannot impose restrictions on investments based on their values or beliefs.
Assets Under ManagementN/A
Clients8
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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