Advisor at Island Asset Management, LLC
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
Island Asset Management, LLC
Location
Saint Simons Island, GA 31522
Credentials
Series 63, Series 65
Industry experience
27 years
Thomas Neely is a financial advisor with Island Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and TNB Financial Services, Inc., where he serves as Senior Vice President. Outside of his advisory work, he manages timber and real estate holdings through family partnerships. Island Asset Management provides ongoing asset management services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management tailored to client goals, time horizons, and risk tolerance. The firm’s investment process incorporates fundamental and technical analysis and includes long-term holdings, shorter-term trading, and options strategies.
Based on Island Asset Management, LLC
$0 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01 - $15,000,000: 0.50% annually $15,000,000.01+: Negotiable
Account minimum: $50,000
247 Edwards Plaza Unit 17, Box 13
Saint Simons Island, GA 31522
Georgia
Island Asset Management, LLC
2021 - Present (5 years)
Ameriprise Financial Services, inc.
2018 - 2019 (1 year)
TNB Financial Services, Inc.
2015 - Present (11 years)
Investment Professionals, Inc.
2015 - 2018 (3 years)
Wilmer Plantation, LLC
2000 - Present (26 years)
Thomas T Neely Family, LLLP
1997 - Present (29 years)
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Real estate agent
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Other specialized services
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