NEXT GEN ADVISORS, LLC

Overview

Next Gen Advisors, LLC is a small, LLC-structured wealth manager that serves individual and family clients and also operates as a broker-dealer. The firm positions itself as a capital allocator and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and market timing services. Fee arrangements are flexible and include AUM-based fees, fixed fees and other fee types. The adviser does not identify as an active ESG investor and appears to operate from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives