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Neil Sabagh

1 Year of Experience
May Earn Commission

Neil Sabagh is a registered investment advisor at Acrylic Financial, INC., based in Fountain Hills, AZ, with 1 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
317 clients
Average Client Portfolio
$232K average
Assets Under Management
$73.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $1000K1.75%
$1M+1.65%

Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fountain Hills, AZ

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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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Employment History
Current Registrations
Acrylic Financial, INC.
December 2024 - Present · 1 yr 4 mos
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.