NEXGEN Investments LLC (NIL) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. NIL creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. NIL may request authority to make trades without asking first. NIL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Fee Structure
NEXGEN Investments charges investment management fees quarterly, based on the following schedule:
- Up to $100,000: Up to $2,000 annually
- $100,001 - $200,000: $3,000 annually
- $200,001 - $300,000: $4,000 annually
- $300,001 and over: Up to 2.00% annually
Fees for clients with over $300,000 are negotiated and based on factors like complexity and the overall relationship. Fees may be negotiable at the advisor's discretion.