Fogel Neale Wealth Management, LLC is an adviser based in New York. It manages $7.58 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2010.
Fogel Neale Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fogel Neale Wealth Management, LLC is $7.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fogel Neale Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dominic Michael Bavaro joined the executive team most recently as the Investment Adviser Representative.
The principal office where Fogel Neale Wealth Management, LLC performs its advisory services is located at 90 Broad St., New York, NY 10004, which is also the mailing address of the firm. An additional office of the firm is in Parsippany, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-949-0922 or by fax 212-949-0923. The normal business hours are 8:30 am- 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.fogelneale.com.