Neil A Rue, CFA Investment Advisor (NARIA) is a fee-only advisor focusing on investment and wealth management for clients with financial assets of $1,000,000 or more. NARIA constructs long-term investment portfolios to meet client return objectives at an appropriate risk level. NARIA may also advise on retirement planning, college saving, charitable giving, and tax harvesting, working with clients' other professionals as needed. NARIA is a non-discretionary advisor, meaning all investment decisions are discussed with the client before action is taken.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $1.5M | 0.40% |
| $1.5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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