Neville Wealth Management

Overview

Neville Wealth Management is a small, independent registered investment adviser that runs a concentrated, equity-first approach for a limited client base. The firm leans heavily on exchange-traded equities as its primary allocation vehicle and offers both discretionary portfolio management and advisory planning services. Its client mix includes individuals, families and some institutional relationships, with fees charged as a percentage of assets under management and occasionally fixed-fee arrangements for planning or consulting work. The firm provides a range of advisory services beyond portfolio management, including financial planning and pension consulting. Neville Wealth Management is not positioned as an active ESG investor and it does not operate as a multi-state adviser. It does not appear to operate its own pooled investment vehicle; instead it relies on third-party managers where it uses alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices