Next Generation Investing manages investment portfolios and provides personalized financial planning for individuals, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's specific goals and risk tolerance. Services include comprehensive financial planning covering retirement projections, insurance assessments, tax strategies, and estate plan reviews. Next Generation Investing specializes in working with individuals, high-net-worth clients, business owners, and trusts. The firm uses various methods of analysis, including fundamental, technical, cyclical, charting, and quantitative analysis, and utilizes platforms like Goldman Sachs Advisor Solutions and Security Benefit for custody and clearing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 2.10% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.90% |
| $2M+ | 1.80% |
Rates reflect the primary schedule for accounts held at Goldman Sachs Advisor Solutions. Accounts held at Security Benefit are charged a flat 1.00% annual fee. Fees are negotiable.