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D. Scott Neal, Inc.

Headquartered in LEXINGTON, KY

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Firm Information

D. Scott Neal, Inc. is an investment advisor based in Lexington, Kentucky. The firm provides financial planning, portfolio management for businesses and individuals, and educational seminars. They manage approximately $352 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.

D. Scott Neal, Inc.

3292 EAGLE VIEW LANE

LEXINGTON, KY 40509

$352.03M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

D. SCOTT NEAL, INC. has a total of 2 branch locations across the country.
location

Louisville, KY

location

LEXINGTON, KY

Advisors at D. Scott Neal, Inc.

View All 5 Advisors
Unclaimed
Richard Laurence Coles

CFP®, RA

LEXINGTON, KY

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Unclaimed
Jerome George Zimmerer

CFP®, PFS®, RA

Louisville, KY

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Unclaimed
David Scott Neal

CFP®, RA

LEXINGTON, KY

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Unclaimed
John Aexander Vinci

CFA®, RA

Louisville, KY

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Unclaimed
Michael Paul Reich

CFP®, RA

LEXINGTON, KY

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Unclaimed
Christopher Melvin frank Saccomanno

CFP®, RA

LEXINGTON, KY

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Disclosures

There are no public disclosures for D. Scott Neal, Inc..

Frequently Asked Questions (8)

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