NextGen Financial Advice (NGFA) manages investment portfolios based on clients' individual needs and goals. NGFA also offers financial planning services, including business services, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, tax planning strategies, and special needs planning. Financial planning can be an initial service, a one-time fixed fee service, hourly, or a subscription service.
Assets Under Management$8.8M
Clients48
Advisors1
Avg. per Client$180K
Avg. per Advisor$8.8M
www.nextgenfinancialadvice.com ·www.facebook.com/nextgenfinancialadvice ·twitter.com/nextgenfinadvic
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The Discretionary Advisory Fee is negotiable (in limited situations).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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