Neil E. Burns, LLC

Neil E. Burns, LLC provides solicitor services by referring individual and high‑net‑worth clients to third‑party investment advisers rather than managing client assets directly. The firm operates as a solo practitioner serving a small number of clients and does not take custody of or trade client accounts.

NEBLLC evaluates and directs clients to selected external advisers and arranges for those advisers to manage accounts, but it does not perform ongoing performance reviews or exercise investment discretion over the underlying money managers. Clients retain custody with third‑party custodians and receive account statements directly; the firm does not accept proxy‑voting authority.

The firm’s principal also maintains an accounting practice, and NEBLLC is compensated via fee‑sharing arrangements with the third‑party advisers to which it refers clients, a structure that creates potential conflicts of interest and is less common among independent advisers. Unlike most peers, NEBLLC reports no assets under management and does not charge traditional asset‑based advisory fees, offering a uniform suite of services and not accepting client‑imposed investment restrictions.