Nextgen Wealth Counselors Limited Liability Company
Fee-Only (% of Portfolio)Fixed/Hourly
NextGen Wealth Counselors (NWCL) offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. NWCL also offers pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. NWCL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$100M
Clients35
Advisors1
Avg. per Client$3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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