Pricing of Financial Planning and Wealth Management Services

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    Financial Advisor Pricing Information

How We Get Paid

NextGen Wealth is a fee-based financial planning firm. We provide a fully comprehensive financial plan by way of our Personalized Financial Planning Process. We also offer investment management of your accounts on a fee basis through some of the best money managers in the industry. All prospective clients receive a FREE 15 MINUTE CONSULTATION to ensure we're a good fit.

All clients will also receive a free subscription to our goal-based budgeting account aggregation software. You will have your own cloud-based financial dashboard which will allow you (us) to track goals, tasks and aggregate all of your online accounts (savings, checking, credit card, IRA’s, 401k’s, home loan, etc.) into a single login.

We are completely transparent when it comes to your investment management expenses. They are expressly stated in your statements on a quarterly basis, so you know exactly what you are paying. Here is a breakdown of the fees based on your account balance.

Account Balance Quarterly Fee Percentage*
$500,000 - $1,000,000 .25%
$1,000,001 - $2,500,000 .20%
$2,500,001 - $5,000,000 .175%
$5,000,000 + .125%

This fee includes all financial planning and investment management services including trading, rebalancing, and monitoring. Mutual fund and ETF expenses are in addition to this fee. We are very mindful of all fees and make every effort to keep them as low as possible.

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*Fees are charged in advance at the beginning of each quarter.

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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