Drew
Mcneil
We Family Offices
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About this Advisor
Drew Mcneil is a financial advisor based in New York, New York, working with We Family Offices. Drew has previously held positions at Sandaire, Wren Investment Office LTD, and We Family Offices, LLC. Drew is registered to provide services in New York. Currently, Drew is part of We Family Offices, which operates out of New York, New York. The firm has 1 office and 59 employees. The firm manages assets totaling $13.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at We Family Offices includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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We Family Offices Brokerage Details
$13,909,416,024
59
108
$128,790,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Drew Mcneil Work History
We Family Offices, LLC
Wren Investment Office LTD
Sandaire
Disclosures
Please visit the SEC profile of Drew Mcneil 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 We Family Offices
New York, NY
Miami, FL
Miami, FL
New York, NY
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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