Ross Levin is a registered investment advisor at Next Capital Management LLC, based in New York, NY, with 5 years of industry experience. Ross 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, Investment Management, and 1 more. Their firm serves 320 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 1.00% |
| $7.5M - $15.0M | 0.75% |
| $15.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Fees are negotiable and may vary based on factors such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, complexity of the engagement, anticipated services to be rendered, grandfathered fee schedules, employees and family members, courtesy accounts, competition, negotiations with client, etc. As a result, similarly situated clients could pay different fees.
Fee Estimator
Location
Eleven Times Square, 15th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ross is a passive investor in Honkaku Imports LLC (beverage importing) and Mobileoffer Inc. DBA Freebird Rides (rideshare). He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Next Capital Management LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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