Next Level Wealth Management provides investment management services tailored to clients' individual needs. They advise on equities, mutual funds, structured notes, and exchange-traded funds. The firm manages client portfolios with discretion, selecting investments based on client goals and market conditions. Financial planning services are incidental to investment management and are not offered separately.
Assets Under Management$5.6M
Clients8
Advisors1
Avg. per Client$700K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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