Next Level Private is a registered investment advisor founded in 2021 and based in Harrison, New York. The firm manages investment portfolios and provides personalized financial planning, retirement plan consulting, and annuity guidance for individuals, high-net-worth families, trusts, estates, and businesses. Next Level Private builds diversified portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and individual bonds tailored to each client's specific goals, time horizon, and risk tolerance. Operating as a fiduciary, the firm is legally required to act in your best interest. Next Level Private does not impose an account minimum for investment management services, though financial planning engagements carry a minimum fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees range from 1.00% to 1.50% based on the scope and complexity of services, asset level, and overall relationship. Fees are negotiable at the firm's discretion.