Next Financial Group, INC.
Assets Under Management
$3.8B
Number of Clients
11,523
Number of Advisors
7
Average Client AUM
$327K
AUM per Advisor
$538.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NEXT Financial Group, Inc. offers a range of advisory programs and services including Contour Platform, NEXT Select Platform, Visionary Multi-Manager Program, Investment Fiduciary & Retirement Plan Consulting, Plan Participant Investment Advice Services, Third-Party Investment Adviser (TPIA) programs, educational workshops/seminars, and consulting services. IARs are independent contractors who can develop their own investment philosophies and strategies.
Fee Structure
NEXT Financial Group offers various advisory programs with different fee structures. These include wrap fee programs where a single fee covers account management, brokerage, and administrative services. Fees are tiered and decline as the account value increases. Clients may also incur other fees and expenses. Specific fee details are available in the program brochures.
Areas of Practice
Location
11740 Katy Freeway, Suite 600, Houston, TX, 77079