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NextGen Financial Advice LLC
NEXTGEN FINANCIAL ADVICE LLC is a state-registered investment adviser. The firm manages approximately $9 million in regulatory assets, $8 million on a...
Overview
NEXTGEN FINANCIAL ADVICE LLC is a state-registered investment adviser. The firm manages approximately $9 million in regulatory assets, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
How does NextGen generate revenue, and does it have conflicts of interest?
NextGen charges transparent advisory fees based on assets under management or flat retainer fees. It does not accept commissions, 12b-1 fees, or trailing commissions from any investment product, reducing conflicts tied to product sales that are common in broker-dealer channels (per the firm's ADV filing).
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