Assets Under Management
$3.8B
Number of Clients
11,523
Number of Advisors
7
Average Client AUM
$327K
AUM per Advisor
$538.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
NEXT Financial Group offers a range of advisory programs and services, including Contour, NEXT Select, and Visionary Multi-Manager programs. They also provide investment fiduciary and retirement plan consulting, plan participant investment advice, and access to third-party investment advisers. IARs can develop their own investment philosophies and strategies.
11740 Katy Freeway, Suite 600, Houston, TX, 77079