Next Play Financial Solutions provides investment management, financial planning, and project-based financial advice. They work with clients to create personalized investment plans and manage portfolios based on individual needs and goals. Financial planning covers retirement, social security, risk management, college savings, cash flow, debt management, work benefits, tax, and estate planning.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$700K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.25% |
When an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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