Next Adventure Financial manages investment portfolios and provides personalized financial planning for individuals and families. Next Adventure Financial helps clients build and execute investment strategies using stocks, bonds, mutual funds, and exchange-traded funds, while also offering guidance on retirement planning, tax strategies, cash flow management, estate planning, and insurance needs. The firm operates as a registered investment advisor with no minimum account size required to work with them.
Assets Under Management$21M
Clients67
Advisors1
Avg. per Client$310K
Avg. per Advisor$21M
www.nextadventurefinancial.com ·www.linkedin.com/company/next-adventure-financial ·www.facebook.com/nextadventurefinancial
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 accounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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