Next Up Wealth Advisors is a registered investment adviser based in Scottsdale, Arizona, offering comprehensive portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, and retirement plans. Next Up Wealth Advisors designs customized investment strategies tailored to each client's specific risk tolerance, time horizon, and financial goals. The firm utilizes fundamental analysis, asset allocation, and portfolio construction techniques, primarily implementing strategies through mutual funds, exchange-traded funds, and third-party managers. In addition to managing investments directly, Next Up Wealth Advisors provides financial planning that covers retirement, estate, tax, education, and insurance planning. The firm also offers specialized pension consulting services for retirement plan sponsors and utilizes third-party platforms to help clients manage outside accounts and cash reserves. Led by Amanda Wray, Next Up Wealth Advisors is legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees for assets over $2,000,000 are negotiable. Discounts are offered for Veterans, Law Enforcement Officers, and Teachers. Financial planning is included at no extra cost for accounts over $1,000,000.