How We Get Paid
NextGen Wealth is a fee-based financial planning firm and it is our goal to provide you with flexible options to receive investment management and/or financial planning services. We provide a full comprehensive financial plan by way of our Personalized Financial Freedom Blueprint®. We also offer investment management of your accounts on a fee basis through some of the best money managers in the industry. Service begins with the creation of your Financial Freedom Blueprint®. All prospective clients receive a FREE 30 MINUTE CONSULTATION.
All clients will 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 create a budget that will automatically track and categorize all expenses, track goals and aggregate all of your online accounts (savings, checking, credit card, IRA’s, 401k’s, home loan, etc.).
The Financial Freedom Blueprint®
We STRONGLY encourage all of our clients to go through The Financial Freedom Blueprint® process. This is our comprehensive financial planning formula that will serve as the foundation for all other financial and investment recommendations. The cost of to complete The Financial Freedom Blueprint® is a one time fee of $2,495 ($500 paid up front).
In certain situations, we can offer hourly planning at $250 per hour. This is on a case-by-case basis as we always prefer our clients begin with The Financial Freedom Blueprint®.
*To update and review The Financial Freedom Blueprint® on annual basis is $1,495. This fee is waived if assets under management (investments we manage for you) are greater than $250,000.
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.
|Account Balance||Annual Fee Percentage*|
|$0 – $1,000,000||1.00%|
|$1,000,001 – $2,500,000||.80%|
This fee includes all 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.
We are happy to work with you whether you have just a few questions, or dozens!
*Fees are charged in advance at the beginning of each quarter.