Neya Capital Management provides financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, and estate planning. Investment management uses passive strategies with broad-based indexed mutual funds and ETFs. Neya Capital prefers a minimum account size of $100,000 for portfolio management.
Assets Under Management$3M
Clients13
Advisors1
Avg. per Client$230K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...