Next Steps Advisors works with clients to identify their investment goals and risk tolerance to create a portfolio allocation. They offer both discretionary and non-discretionary investment management. Next Steps also provides financial planning services, including investment, estate, education, disability/risk, and retirement planning. They act as a fiduciary, always working in the client's best interest.
Assets Under Management$43M
Clients47
Advisors1
Avg. per Client$910K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.80% |
| $200K - $1.0M | 0.60% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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