Neville Wealth Management provides personalized portfolio management and financial planning services for individuals, families, trusts, and business entities. The firm creates custom asset allocation strategies using mutual funds, exchange-traded funds, and alternative investments, offering both discretionary management where the firm handles trades directly and non-discretionary management where clients approve trades first. In addition to investment management, Neville Wealth Management offers personal financial consulting covering tax planning, retirement planning, estate planning assistance, business succession, and insurance consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.20% |
| $25M+ | 0.10% |
Minimum annual fee of $4,000 applies. Fixed-fee arrangements and fee exceptions are considered on an individual basis.