Next Level Private provides investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Next Level Private creates customized investment strategies and manages client portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering areas like retirement, education, and insurance needs. Next Level Private may refer clients to other professionals like accountants and attorneys.
Fee Structure
Next Level Private charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 1.00% to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Next Level Private. Fees may be negotiable. Some clients may be offered a fixed quarterly fee.