Next Bloom Wealth offers tailored investment management and financial planning services. The firm builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon. To help clients reach their objectives, Next Bloom Wealth utilizes a primary strategy of passive asset allocation, complemented by active options and third-party managers when appropriate. In addition to managing investments, the firm provides comprehensive financial planning, tax preparation, and estate planning support. Next Bloom Wealth operates as a registered investment advisor and is legally required to act in your best interest.
Assets Under Management$28M
Clients37
Advisors2
Avg. per Client$770K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Household accounts may be aggregated to meet breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...