Advisor at Enroute Wealth Management, LLC
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Firm
Enroute Wealth Management, LLC
Location
Gaithersburg, MD 20878
Credentials
Series 66
Industry experience
14 years
Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.
Based on Enroute Wealth Management, LLC
$2,500 fixed fee for financial planning (fees negotiable)
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.85% $5,000,000+: 0.80%
15807 Lautrec Ct
Gaithersburg, MD 20878
Maryland
Enroute Wealth Management, LLC
2019 - Present (7 years)
CUNA Brokerage Services, Inc.
2019 - 2019 (1 year)
NRL Federal Credit Union
2011 - 2019 (8 years)
CUSO Financial Services, Lp
2011 - 2019 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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