Neo Alliance, operating as Advisuite, manages investment portfolios and provides advisory services to individuals and institutional clients. Neo Alliance builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, using an Investment Policy Statement to guide asset allocation and security selection. The firm handles both discretionary accounts, where Neo Alliance makes trades on the client's behalf, and non-discretionary accounts. In addition to investment management, Neo Alliance offers consulting and administrative services, including investment research, portfolio monitoring, and assistance with implementing financial strategies. The firm operates on an open platform, allowing clients to choose their own account custodians and brokers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
Fees are negotiable and may vary based on client circumstances, account size, and services provided.