Next Play Wealth offers customized investment management and ongoing financial planning services. Next Play Wealth tailors portfolios to each client's specific goals using individual stocks, corporate bonds, mutual funds, exchange-traded funds, and real estate partnerships, operating with the authority to make trades without asking first. For financial planning, Next Play Wealth provides two recurring annual tiers: a Foundation Plan for straightforward needs and a Pro-Player Strategy Plan for clients with growing wealth or multiple income streams. Next Play Wealth also provides retirement plan consulting services for qualified retirement plans and offers hourly consulting for specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiated by Next Play Wealth at its sole discretion.