Theodore Baskin Smith

Next Capital Management LLC

10 Years of Experience

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Firm Information

Next Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

854 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$1.8B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	1.00%
$5.0M - $10.0M	0.75%
$10.0M - $25.0M	0.50%
$25M+	0.40%

Fees are negotiable and may vary based on several factors.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:Up to $500/hr

You'll pay an annual fee based on your portfolio size (see rates in table). Financial planning and consulting services are available on a stand-alone fee basis, typically at an hourly rate of $500, or a negotiated fixed fee. Fees may be negotiable based on various factors. Clients allocated to the Dynasty management platform will be responsible for additional fees.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Advisor Information

Office location

Eleven Times Square, 15th Floor, New York, NY, 10036

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.