Next GEN Advisors (NGA) offers personalized financial planning, investment management, and consulting services. NGA works with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, charities, and small businesses. NGA's recommendations are based on client consultations and analysis of their financial needs. NGA may also offer other registered investment advisory firms through sales agreements or solicitor relationships.
Fee Structure
NGA's fees are negotiable, up to a maximum of 2.50% annually. The fee depends on factors like the amount of assets managed and the complexity of services. The Investment Advisor Representative (IAR) or Solicitor may add additional fees for services provided, up to a maximum of 2.50%. There is a minimum annual account fee of $120. Fees are deducted monthly in advance based on the average daily balance from the previous month.