NexWealth manages investment portfolios based on individual client objectives, risk tolerance, and time horizons. They primarily invest in equities, fixed income, mutual funds, and ETFs. NexWealth also offers financial planning services, including estate planning, at no additional cost to investment management clients. Clients can choose discretionary or non-discretionary management.
Assets Under Management$130M
Clients145
Advisors2
Avg. per Client$910K
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management
NexWealth charges a percentage of your portfolio's value each quarter, paid in advance. The fee is calculated by multiplying the portfolio value on the first day of the quarter by the annual fee percentage, then dividing by four. The specific fee schedule is in your agreement. Fees and minimum account size may be negotiable.
Loading...