Jesica Stordiau is a registered investment advisor at Nexgen Investments LLC, based in Greenwich, CT, with 9 years of industry experience. Jesica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NEXGEN Investments charges investment management fees quarterly, based on the following schedule:
- Up to $100,000: Up to $2,000 annually
- $100,001 - $200,000: $3,000 annually
- $200,001 - $300,000: $4,000 annually
- $300,001 and over: Up to 2.00% annually
Fees for clients with over $300,000 are negotiated and based on factors like complexity and the overall relationship. Fees may be negotiable at the advisor's discretion.
Location
Greenwich, CT
Get directionsHistory
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 →Employment History
Current Registrations
Nexgen Investments LLC
Previous Registrations
United Maritime Capital LLC
Adcap Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.