Neo Alliance, operating as Advisuite, offers investment advisory services to clients through both discretionary and non-discretionary accounts. They focus on investments in various assets and securities, tailoring their approach to each client's objectives, strategies, and risk profile. Neo Alliance creates an Investment Policy Statement for each client, outlining their current investment profile and constructing a plan to select a suitable portfolio. They also provide consulting services, including portfolio management supervision and assistance with planning strategies.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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