Advisor at Sun Valley Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sun Valley Advisors, Inc.
Location
Hailey, ID
Credentials
Series 65
Industry experience
13 years
Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, Idaho, holding a Series 65 designation with 13 years of industry experience. He has been with Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management focused on a global balanced strategy for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes investing in closed-end funds purchased at market prices often below net asset value, complemented by exchange-traded funds for diversification, with portfolios tailored to client risk and tax considerations.
Based on Sun Valley Advisors, Inc.
$100,000 - $500,000: 1.0% $500,000 - $1,000,000: 0.875% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.60%
Account minimum: $50,000
Hailey, ID
California
Sun Valley Advisors
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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Davis Investment Group, Ltd.
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McRae Capital Management L.L.C.
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Gregory Lyle & Co.
Series 65
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Redpoint Investment Advisors
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Ketchum, ID
Sila FInancial, LLC
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