Next Generation Wealth Planning offers customized investment advisory services, including asset management, financial planning, and legacy planning. They work with individuals, families, and non-profit organizations. Their process involves understanding client goals, analyzing their financial situation, and implementing investment and insurance recommendations. They also offer consulting services to non-profit organizations.
Fee Structure
Next Generation Wealth Planning offers investment management through The Wealth Management Platform. The fee is a percentage of your portfolio's value, charged quarterly. The exact percentage depends on the amount you invest. Fees are negotiable. They also offer access to third-party investment managers. They also offer the SEI Asset Allocation Program.