Mary Ellen Neylon

Family Wealth Architects LLC

20 Years of Experience

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Firm Information

Family Wealth Architects LLC

Compensation

N/A

Number of Advisors

2 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

FWA does not directly charge fees for advisory services. Instead, FWA receives a referral fee from Anchor Capital Advisors LLC, which is 50% of the fees paid to Anchor by referred clients. Anchor's fees are: 1% on the first $3 million, 0.75% on the next $2 million, 0.65% on the next $5 million, and 0.50% on additional assets. These fees are paid quarterly in advance.

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Areas of Practice

Investment Management

Advisor Information

Office location

Weston, MA

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.