Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans range from $800 to $2,500, negotiable based on complexity. Retainer agreements range from $1,200 to $5,000 annually, also negotiable. Investment management fees are either a scaled rate or a flat 2% of assets under management. Hourly planning agreements range from $200 to $250 per hour. Fees are negotiable, but will not exceed 3% of assets under management per year.
Areas of Practice
Advisor Information
Office location
Melbourne, FL
Get directionsRegulatory History (1)
Regulatory
August 2023Other Business ActivitiesSells Insurance
Neil receives commissions from the sale of various insurance products, including health, Medicare, property & casualty, and variable insurance, dedicating about 10-20% of his time to Dynamic Advisors Inc. and minimal time to Four Points Insurance Agency LLC. He also works as an investment advisor representative for MHA Financial Corp., spending a few hours per week on this activity.