NEXTEN FP LLC offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing an investment policy and managing a portfolio. Financial planning covers areas like financial goals, risk management, insurance, cash flow, investment analysis, college savings, employee benefits, retirement planning, tax strategies, estate planning, and business planning. Financial planning is offered on a project basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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