Neale Financial, LLC
Neale Financial, LLC (CRD# 153787) is a financial advisory firm headquartered in Matthews, NC. They manage $7,015,418 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts94ACCOUNTS
Average Account Value$74,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Wirt Neale (CRD# 3158889) is an Investment Advisor Representative working at Neale Financial, LLC in Matthews, NC and has over 18 years of experience in the finance industry.