NextGen Wealth Defense offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. For investment management, NextGen recommends unaffiliated investment managers or platforms, providing oversight and due diligence. Financial planning services cover investment, retirement, education, and insurance needs. Clients are not obligated to implement any recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...