Next Chapter Financial LLC (NCF) offers investment management and financial planning services. NCF develops personalized investment plans and manages portfolios based on client goals and risk tolerance. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. NCF may recommend outside portfolio managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.30% |
If NCF utilizes an outside manager, the above fee schedule includes the outside manager's fee. The combined fee charged to the client will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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