Next Capital Management offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, retirement plans, charities, and businesses. NEXT can manage investments with or without discretion, and provide financial planning on a fee-only basis. NEXT also offers family office services through NEXT Vantage. NEXT may recommend investments in unaffiliated private investment funds and may allocate assets to independent managers or sub-advisers.
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.