Nxg Investment Management

Fee-Only (% of Portfolio)

NXG Investment Management offers investment management services to high net worth individuals and institutional investors through separately managed accounts, private funds, and publicly offered investment companies. NXG primarily invests in midstream energy and next-generation infrastructure companies. Investment management includes setting objectives, buying/selling securities, voting proxies, and reporting performance. NXG also participates in wrap fee programs offered by other firms.

Assets Under Management$1.5B
Clients21
Advisors1
Avg. per Client$70M
Avg. per Advisor$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and some clients pay more or less depending on the size of the account and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm