Next Level Wealth Planning offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Next Level also offers financial planning, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. Next Level also provides investment consulting services to certain broker/dealers’ customers.
Assets Under Management$320M
Clients572
Advisors4
Avg. per Client$560K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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