Advisuite
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Neo Alliance provides investment advisory services through discretionary and non-discretionary accounts, tailoring strategies to client objectives and risk profiles. They offer ongoing portfolio management, create Investment Policy Statements, and evaluate current investments. Additional services include consulting, implementation of recommendations, and assistance with planning strategies. The firm uses solicitors and referral agents.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
The firm charges an annual management fee between 0.50% and 2% based on assets under management. Fees are negotiable and can be paid in arrears or in advance. Consulting services are also available for a fixed fee, with a minimum hourly rate of $1,000/hour. Clients may terminate their agreements with 30 days' notice, and refunds are provided on a pro-rated basis for fees paid in advance.
Areas of Practice
Location
FL, United States