Gregory
Neer
Relative Value Partners, LLC
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About this Advisor
Gregory Neer is a financial advisor operating in Northbrook, Illinois with a total of 8 years of relevant experience. Neer currently works for Relative Value Partners, LLC. During their career, the advisor has held roles at Relative Value Partners, LLC and Relative Value Partners Group, LLC. Neer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Relative Value Partners, LLC is a registered investment firm operating out of Northbrook, IL. The firm has offices in three locations and a total of 21 financial advisors. It controls $2 billion in total assets among its 1,449 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 1,449 client accounts, 81% are associated with high-net-worth investors who have greater than $1 million in assets. The business has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees usually depend on the type of financial services provided. However, fee types billed by Relative Value Partners, LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Relative Value Partners, LLC Brokerage Details
$2,225,902,334
21
1,449
$1,536,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Gregory Neer Work History
Gregory has been registered as a financial advisor for 8 years.*
Relative Value Partners Group, LLC
Relative Value Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Neer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Relative Value Partners, LLC
Northbrook, IL
Northbrook, IL
Northbrook, IL
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Nashotah, WI
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Northbrook, IL
Northbrook, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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