Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew McNeil is a Chartered Financial Analyst registered with WE Family Offices. Drew has been in the financial services industry since March 2014. Drew is based in New York and has experience providing investment advice to clients outside the US as well as in Miami, Florida and London, England. Drew is also registered as an Investment Advisor Representative in the State of New York. Drew is associated with WE Family Offices, LLC which is a registered investment advisor with the SEC and has approximately 13.9 billion dollars in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/08/2022 - Present
WE Family Offices (New York NY)
Active
Inactive
Not sure Drew McNeil is the right advisor for you? Invested Better is here to help.
