NextGen Wealth provides financial planning and investment advisory services to individuals, high-net-worth individuals, and corporations. NextGen Wealth selects third-party investment advisors to manage client assets. They offer comprehensive financial planning, including retirement, education, cash flow, debt reduction, estate planning, insurance, investments, risk mitigation, and tax planning. They also offer facilitative services for estate planning through a third-party software provider.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.40% |
Fees are negotiable. The fee includes the fees that FPAS charges to NextGen Wealth, which is 0.30% per year for the first $50 million in NextGen Wealth's aggregate client assets serviced by FPAS, and 0.15% per year for NextGen Wealth's aggregate client assets serviced by FPAS over $50 million.