Next Step Financial Transitions manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and estate planning. Additionally, they provide ongoing financial planning for a monthly fee, where a planner helps clients develop and implement their plan.
Assets Under Management$10M
Clients57
Advisors2
Avg. per Client$180K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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