Next Wealth Advisers, LLC is a registered investment advisor based in Houston, Texas, offering wealth and portfolio management, financial planning, and newsletters. Next Wealth Advisers manages client accounts on a non-discretionary basis, meaning all investment decisions and trades are discussed and approved by the client before execution. The firm builds customized portfolios aligned with individual goals, risk tolerance, time horizons, and personal considerations such as environmental, social, and governance preferences or faith-based guidelines. In addition to investment management, Next Wealth Advisers provides retirement and estate planning services, reviewing client wealth structures, wills, trusts, beneficiary designations, and retirement account sufficiency. The firm requires a minimum of $1,000,000 in liquid assets per household for its investment advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Advisory fees are negotiable.