A complete list of active advisors currently associated with Neale Financial, LLC
Warmer can help you find a great advisor at Neale Financial, LLC or one who fits your needs even better.
Neale Financial, LLC provides discretionary investment management and financial planning to individuals, corporations, other business entities, and charitable organizations. The firm has provided advisory services since 2010 and reports approximately $46.6 million in assets under management across roughly 165 client relationships. Investment strategies are tailored to each client’s stated objectives and risk tolerance and draw on fundamental and technical analysis, fund ranking by standard deviation and return, and a mix of long- and short-term purchases; portfolios are monitored and rebalanced on an ongoing basis under discretionary authority. Financial planning is offered on an hourly or fixed-fee basis, and the firm typically recommends using a qualified custodian for execution and custody of client assets. The firm operates a licensed insurance agency and its advisory personnel are separately licensed to sell insurance products, earning commission-based compensation and devoting about 25% of firm time to insurance-related services; the brochure discloses this potential conflict and states insurance is recommended only when appropriate. Combining investment advisory and financial planning with ongoing insurance brokerage, while serving charitable organizations in addition to individuals and businesses, are characteristics the firm highlights that are less common among its independent-adviser peers.
To learn more about the advisors currently working at Neale Financial, 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 |
|---|---|---|
Mount Pleasant, SC
| 15
|
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