RD
CFA
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Loading...
Advisor Information
Office location
Eleven Times Square, 15th Floor, New York, NY, 10036
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Next Capital Management LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Fortigent, LLC
August 2013 - March 2015 · 1 yr 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.