Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Neo Alliance provides investment advisory services through discretionary and non-discretionary accounts, tailoring strategies to client objectives and risk profiles. Services include ongoing portfolio management, consulting, and administrative support. They use third-party research and perform their own due diligence. Clients can impose reasonable investment restrictions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable.
FL, United States