Neal Bobys is a registered investment advisor at Research Financial Strategies, based in Rockville, MD, with 13 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 580 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFS offers asset management services where they manage your investments based on your financial situation, goals, and risk tolerance. The annual fee for this service ranges from 0.50% to 3.00% of the value of your account. Fees are negotiable based on the account size, types of assets, your financial situation, and trading activity. There is a minimum account size of $50,000, but RFS may make exceptions. Fees are billed quarterly in advance.
Location
2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Neal is involved in several business activities, including managing investment properties, owning real estate through various partnerships, working for a media buying company (about a quarter of his time), and providing telecom consulting (about 10-20% of his time). He also serves as VP and Treasurer for ECRUISERS.COM LLC, dedicating minimal time to administrative duties, and does advisory business for Reutemann Financial Solutions, Inc.
Employment History
Current Registrations
Research Financial Strategies
State Registrations1 state
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