Next Pronto Capital Advisors (NPCA) provides investment advice and financial planning services, including portfolio construction, tax planning, estate planning, retirement planning, education planning, and insurance planning. NPCA aims to provide objective advice while adhering to fiduciary standards. NPCA offers financial planning on a stand-alone basis or in conjunction with investment management. Clients can manage their investments on their own or grant NPCA authority to manage their accounts through Charles Schwab.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $300K | 0.90% |
| $300K - $500K | 0.80% |
| $500K+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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