Olimpio Neu & Associates, Inc.

Olimpio Neu & Associates, Inc. is an independent investment advisory firm based in Frisco, TX, providing services since 1998. The firm offers discretionary and non-discretionary investment management services, investment advisory services, and financial planning services. Their investment philosophy focuses on asset allocation, diversification, and tax efficiency. The firm acts as a fiduciary, putting clients' interests first, especially in retirement account advice. Clients have the option to place restrictions on investments, with a minimum account size of $250,000. Fees for investment management/advisory services are based on a percentage of assets under management, starting at 1.25% for assets up to $300,000. Financial planning services are charged at up to $300 per hour. The firm does not charge performance-based fees and serves various types of clients, including individuals, pension plans, trusts, and corporations. The firm's principal owners are Salvatore J. Olimpio and Brian C. Neu. Salvatore J. Olimpio, the CEO, is a Certified Public Accountant with extensive experience in the financial industry. Brian C. Neu, the President and Chief Compliance Officer, is a Certified Financial Planner with a background in financial planning and loan services. Both individuals have clean disciplinary records and are committed to upholding high ethical standards in their advisory services.