Next Capital Management LLC
Assets Under Management
$1.8B
Number of Clients
854
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$198.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Next Capital Management, LLC offers discretionary and non-discretionary investment advisory services, as well as financial planning and consulting services on a fee-only basis. Clients include individuals, high net worth individuals, trusts, pension and profit sharing plans, charitable organizations, and business entities. They may also allocate client assets among independent investment managers and/or sub-advisers.
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
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
Location
Eleven Times Square, 15th Floor, New York, NY, 10036