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We want advice to be accessible and affordable, as fiduciaries, fee transparency is one of our top priorities.

Investors need to know not only what fees they are paying, but also what benefits they receive from paying those fees. Our team offers complementary first meetings to learn more about your situation and determine if we are a good fit to work together. As fiduciaries, we work for you and your best interest. We do not put a limit on the number of service meetings you can receive. As life changes occur and different financial decisions arise, we are here to help you navigate your different options. We will provide recommendations for your situation and review the associated fee structures. This allows you to make informed decisions that best fit your comfort level.

Our services are designed to provide you with the knowledge, guidance, and strategies necessary to navigate the complexities of personal finance.

At NextGen Wealth Services, we believe that fees should always be simple, transparent, and easy to understand. That's why we offer two service models: transactional and financial planning. Neither model is better than the other — they are simply designed to give you flexibility based on your investing style and goals.

Our transactional model is ideal for clients who prefer à la carte services, while our financial planning model provides an all-inclusive approach for those seeking comprehensive guidance. Regardless of the model you choose, our fees remain highly competitive, and our goal is to ensure every client feels they are receiving exceptional value from the services provided.

HOW WE GET PAID

Transactional:

Commission-based: Our team can receive a commission from selling products such as mutual funds or life insurance. This fee is taken from the investment account or paid by the product sponsor.

Fee-based: Our team can also offer advisory accounts. This fee is based on the size of the account and deducted quarterly from the account value.

Annual account management fee:

First 250k – 1%
250k – 1MM - 1%
1MM - 5MM - .75%
5MM+ - .5%

Financial Planning:

Fee-only: Our team can offer fee-only advice and charge hourly fees, annual fees, or fees based on assets under management (AUM).