Gen Next Wealth offers financial planning and investment management services. They may recommend third-party managers for portfolio management. Financial planning covers wills, estate plans, investments, taxes, insurance, retirement, and college planning. Tax preparation and estate planning services are also available. Gen Next Wealth also holds seminars and workshops.
Assets Under Management$18M
Clients62
Advisors1
Avg. per Client$290K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
The advisory fee is blended and is calculated by assessing the percentage rates using the predefined levels of assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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