Nexjenn Financial Services

Fee-Only (% of Portfolio)Fixed/Hourly

NexJenn Financial Services (NJFS) provides investment management services through third-party managers and offers project-based financial planning. Financial planning covers areas like retirement, risk management, and estate planning. For real estate investors, NJFS reviews risks and recommends asset allocation strategies. NJFS also offers ongoing financial coaching to guide clients in making financial decisions. NJFS does not execute real estate property assessments, appraisals, nor any other evaluation as to the current ownership status, lending, liens, or the condition of any real estate property. NJFS does not purchase, sell, or facilitate the purchase or sale of real estate property.

Assets Under Management$3.9M
Clients3
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$3.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm