Next Gen Financial Planning provides investment and financial planning services. Investment management is tailored to individual client needs. Financial planning covers retirement, risk management, college savings, cash flow, debt management, employee benefits, tax, and estate planning. Services can be ongoing, project-based, or hourly. NGFP may recommend outside managers for portfolio management.
Assets Under Management$31M
Clients159
Advisors2
Avg. per Client$200K
Avg. per Advisor$16M
www.nextgenfinancialplanning.com ·www.facebook.com/nextgenfp ·www.linkedin.com/company/next-gen-financial-pla...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Accounts within the same household are combined for fee calculation. Combined advisory fee and third party money manager fees not to exceed 3% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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