NexAnnuity Asset Management provides investment management services, primarily investing in fixed and variable rate fixed income instruments and commercial loans for its affiliated insurance company's general account. NexAnnuity does not plan to have retail clients. Investment advice is tailored to the needs of its clients and subject to investment restrictions.
Assets Under Management$600M
Clients3
Advisors1
Avg. per Client$200M
Avg. per Advisor$600M
Fee Structure
Investment management only (planning not offered)
NexAnnuity Asset Management receives compensation from clients in the form of fees based on a percentage of the value of the investments they manage, based on the asset class invested in.
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