Nxt:Gen Financial Planning (NGFP) provides investment management by selecting third-party money managers for clients. NGFP also offers financial planning services, including ongoing support and project-based engagements. Financial planning covers retirement, insurance, college savings, cash flow, employee benefits, credit scores, estate planning, investments, business planning, risk management, and tax strategies. NGFP works with individuals, high net-worth individuals, and pension/profit-sharing plans.
Assets Under Management$18M
Clients58
Advisors1
Avg. per Client$310K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
The above fee schedule does not include the Outside Manager’s fee which can be up to 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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