Next Play Wealth offers investment and financial planning services, including custom portfolio management based on client objectives. They focus on exchange-listed equities, corporate debt, mutual funds, ETFs, and real estate partnerships. They also offer financial planning services covering retirement, tax optimization, cash flow, budgeting, financing, estate planning, and asset protection. Financial planning is offered in three tiers based on complexity.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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