A complete list of active advisors currently associated with Fogel Neale Wealth Management, LLC
Warmer can help you find a great advisor at Fogel Neale Wealth Management, LLC or one who fits your needs even better.
Fogel Neale Wealth Management provides discretionary asset management and wealth management services to individuals, trusts, estates and retirement plans. The firm manages roughly $5.4 million for a small roster of clients and does not impose a minimum asset threshold for new accounts. The firm constructs customized portfolios from seven model allocations (Large Cap, Mid Cap, Small Cap, International, Alternative, Income and Tactical) and may combine model portfolios to meet individual needs. Investment decisions draw on both in-house and third‑party fundamental and quantitative research (including licensed Morningstar screening data) with a technical overlay and the ability to tactically increase cash allocations when market risk is judged elevated. Distinctive aspects include a history of operating an affiliated broker-dealer that placed clients into non‑traded REITs and BDCs (assets that have since been transferred to individual client accounts) and an explicit suitability approach to alternative investments for qualified clients. The firm also documents detailed personal trading controls and a code of ethics—complete with restricted and watch lists and procedures for resolving conflicts—that are notable for a small, independent advisory practice.
To learn more about the advisors currently working at Fogel Neale Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 35
|
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