Next Adventure Financial (NAF) offers investment management based on your individual needs, creating a personalized investment plan with asset allocation targets. NAF also provides financial planning services covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. NAF may recommend outside investment managers. NAF tailors its services to your individual needs and allows reasonable restrictions on investments.
Assets Under Management$21M
Clients67
Advisors1
Avg. per Client$310K
Avg. per Advisor$21M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.50% |
Fees are negotiable for assets over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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