SERVICE & FEES
frequently asked questions
HOW MUCH DO I NEED TO HAVE TO WORK WITH YOU?​
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We do not have a minimum requirement for the account size or asset level. Our clients can choose to work with us on an hourly basis, annual flat fee or pay a fixed percentage based on the asset under management.
WHAT DOES FEE-ONLY MEAN?​
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Neat is "fee-only" firm, meaning that we are paid by clients for the services we provide and do not receive any commissions or compensations from third parties. Some financial advisors are paid by financial institutions for selling certain products, such as annuities, insurance instruments, mutual funds and etc.
WHAT IS A FIDUCIARY? ARE YOU A FIDUCIARY?​
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A fiduciary is a person or organization that must solely act in the best interests of others. As a fiduciary financial advisor, we are obliged to act in the best interest of our clients, putting the clients' interests ahead of our own. At Neat, we take our fiduciary duty very seriously and will always make unbiased advice, disclose any conflicts of interests, and ensure our recommendations are the best fit for our clients' needs and goals.
DO I HAVE TO LIVE NEAR YOU TO WORK WITH YOU?
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Not at all. Thanks to technology, we are able to work virtually with clients both locally and nationwide.
WHAT SHOULD I EXPECT FROM THE DISCOVERY MEETING?
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Our discovery meeting is a 30-minute complimentary conversation that can happen via Zoom or phone. Our goal is to learn about you and find out if it is a good fit for both of us. We typically ask about your goals and priorities, current challenges, dreams that you are working towards, and anything else that's on your mind. We will also answer any questions you might have about Neat. You're also welcomed to send us any financial information or data before the meeting for our review.