Next Step Financial Planning (NSFPL) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. NSFPL creates an Investment Policy Statement for each client. NSFPL generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. NSFPL requires discretionary authority to select securities and execute transactions.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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