Assets Under Management
$1.8B
Number of Clients
854
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$198.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Next Capital Management offers discretionary and non-discretionary investment advisory services, along with financial planning and consulting on a fee-only basis. They cater to individuals, high-net-worth individuals, trusts, pension plans, and charitable organizations. Services include investment monitoring, financial planning, estate planning, and retirement planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable and may vary based on factors like the amount of assets managed and the complexity of the engagement.
Eleven Times Square, 15th Floor, New York, NY, 10036