Next Gen Financial Planning provides investment management and financial planning services to individuals. NGFP manages investment portfolios based on clients' individual needs and goals. Financial planning services cover retirement, risk management, college savings, cash flow, debt management, employee benefits, tax planning, and estate planning. Services are available on an ongoing basis, as a limited project, or on an hourly basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
The annual advisory fees are paid in arrears on a monthly basis, calculated as a blended fee by assessing the percentage rates using the predefined levels of assets shown above resulting in a combined weighted fee, and based on the average daily balance of the account during the prior month. Accounts within the same household and listed on the same investment advisory agreement will be combined for purposes of this blended fee calculation.
