DM
CFA
DM
CFA

Drew Jonathan Mcneil

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
107 clients
Average Client Portfolio
$143.6M average
Assets Under Management
$15.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$200,000
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Location

1270 6th Avenue, New York, NY, 10020

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History

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.

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Other Business Activities

Drew is the Head of Client Relationships at Wren Investment Office Ltd., providing investment advice to clients outside of the US since 2016. This activity takes nearly full-time hours.

Employment History
Current Registrations
We Family Offices
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Drew Jonathan Mcneil - Financial Advisor | TrueAdvisor