Neat Financial Planning provides tailored financial advice to individuals. Neat Financial Planning offers financial planning, investment management, tax preparation, and educational workshops. Financial planning can be ongoing or project-based. Investment management is provided on a discretionary basis. Neat Financial Planning primarily uses passive investment strategies.
Assets Under Management$8.2M
Clients14
Advisors1
Avg. per Client$590K
Avg. per Advisor$8.2M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
For Ongoing Financial Planning clients who also use our Investment Management Services, we will waive the investment management fee for the first $650,000 of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
