Maggie Smith is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 17 years of industry experience. Maggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 691 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Next Level Private charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 1.00% to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Next Level Private. Fees may be negotiable. Some clients may be offered a fixed quarterly fee.
Location
500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Next Level Private LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.