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Financial Advisor
Kentucky
Lexington
D. SCOTT NEAL, INC.

D. SCOTT NEAL, INC.

Tel: 859-254-3036 3292 Eagle View Lane Suite 290 Lexington, Kentucky 40509

About D. SCOTT NEAL, INC.

D. SCOTT NEAL, INC. is a Lexington, Kentucky based financial advisory firm with nearly $352,031,453 in assets under management and provides investment advisory services for 1335 clients. There are currently 10 financial advisors at the firm.

General Information
Firm CRD#:

110975

Firm SEC#:

801-60070

Assets Under Management:

$352,031,453

No. of Clients:

1335

No. of Advisors:

10

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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