Fogel Neale Wealth Management (FNWM) offers investment management services, investing and managing client assets. FNWM creates customized portfolios based on model portfolios, taking into account a client's financial situation and risk profile. FNWM may change its portfolio structure to be a majority of cash or cash equivalents in anticipation of adverse market conditions.
Assets Under Management$5.4M
Clients25
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Fogel Neale Wealth Management charges an annual management fee based on a percentage of the total value of your investments. All fees are negotiable. The maximum fee charged is 2% of your portfolio value.
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