NextMove Capital, Inc. offers discretionary investment management through online wrap fee programs exclusively via a digital web-based portal. NextMove Capital builds model portfolios using exchange-traded funds and mutual funds tailored to an individual investor's risk tolerance, determined through an online questionnaire. In addition to serving individual investors directly, NextMove Capital provides similar services to independent registered investment advisors, banks, credit unions, and other institutional clients. Portfolios are automatically rebalanced on a quarterly basis. Clients communicate with NextMove Capital entirely through the digital platform and are required to use designated broker-dealers and custodians to execute and hold their investments. NextMove Capital does not provide standalone comprehensive financial planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $30K | Included |
| $30K+ | Included |
NextMove Capital charges flat monthly fees based on asset tiers rather than a percentage: $2/month for $0-$10,000; $4/month for $10,001-$30,000; and $6/month for amounts over $30,000.