Neil Bleicken is a registered investment advisor at David Wendell Associates, INC., based in Portsmouth, NH, with 11 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Location
1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Neil is the treasurer of The New Burgh Club, Inc., since 2013, a social club effort in Newburyport, Massachusetts. This activity is not investment-related.
Employment History
Current Registrations
David Wendell Associates, INC.
Previous Registrations
Harvest Capital Management INC
Range Light Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.