Next Level Accounting (NLA) offers investment management services, including asset management and consultations. NLA also provides advice on financial planning matters, taxation issues, and estate planning. NLA tailors its asset management services to each client’s financial circumstances and investment objectives. NLA does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Total annual fees will not exceed 2.00% of the client’s assets under management. Clients with assets below the $150,000 minimum may pay a higher percentage rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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