Next World Assets (NWA) offers investment management services to institutions, high net worth individuals and families, endowments, foundations, other charitable organizations, public and government-related clients, pension and profit-sharing plans, trusts, estates, and others. NWA focuses on improving racial equity while generating a return on investments. NWA constructs customized fixed income investment portfolios using a racial equity impact analysis.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee is subject to negotiation with each client based on the size of the account, prospective growth and other factors and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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