Nexgen Investments offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Nexgen Investments creates a personalized investment policy statement for every client and evaluates current investments against risk guidelines. Services include asset allocation, asset selection, investment strategy, ongoing portfolio monitoring, and risk tolerance assessment. Nexgen Investments generally limits its advice to mutual funds, fixed income securities, real estate investment trusts, equities, exchange-traded funds, inflation-linked bonds, non-U.S. securities, and private placements. Nexgen Investments requests authority from clients to make trades without asking first. Nexgen Investments also works with financially sophisticated clients who meet specific wealth requirements, offering profit-based fees on investment gains above an agreed-upon threshold. Nexgen Investments serves individuals, high-net-worth individuals, and corporate business entities with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $200K | 1.50% |
| $200K - $300K | 1.33% |
| $300K+ | 2.00% |
Fees for accounts over $300,000 are typically charged as a percentage up to 2.00% and are negotiable based on the complexity of services and overall relationship. Smaller accounts use flat fee tiers (up to $2,000 for up to $100K; $3,000 for $100K-$200K; $4,000 for $200K-$300K). Eligible high-net-worth clients may also be subject to a 20% performance fee on gains above a hurdle rate.