Next Level Wealth Planning offers ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates an investment policy statement for every client and builds diversified portfolios using mutual funds, exchange-traded funds, fixed income securities, real estate investment trusts, insurance products, equities, venture capital funds, and private placements. In addition to investment management, Next Level Wealth Planning provides comprehensive financial planning covering investment strategy, life insurance, tax concerns, retirement planning, college savings, and debt management. The firm operates with discretionary authority to execute trades without prior client approval for each transaction. Next Level Wealth Planning primarily serves individuals and high-net-worth clients, and maintains relationships with major custodians such as Charles Schwab and Raymond James.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Portfolio management fees are generally negotiable and memorialized in the client's advisory agreement.