Next Bloom Wealth provides investment management by creating tailored portfolios based on client goals and risk tolerance. They also offer financial planning services, including initial financial plans and hourly support for implementation. Next Bloom Wealth may recommend third-party professionals but does not receive compensation from them. They also offer tax preparation and estate planning services to investment management clients.
Assets Under Management$28M
Clients37
Advisors2
Avg. per Client$770K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
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 | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. If NBW uses Altruist LLC’s Model Marketplace and tax management tools, fees range between 0% and 1% and are listed in the Altruist LLC Fee Schedule available at altruist.com/legal.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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