At Next Adventure Financial, we specialize in working with folks aged 50+ who are retired or approaching retirement.
We focus on what matters most to you, making sure every step of your financial plan aligns with your goals and dreams for the future.
YOUR RETIREMENT PARTNER,
NOT JUST YOUR PORTFOLIO MANAGER.
At Next Adventure Financial, we specialize in working with folks aged 50+ who are retired or approaching retirement.
We focus on what matters most to you, making sure every step of your financial plan aligns with your goals and dreams for the future.
| Assets Under Management | Annual Advisory Fee |
| $0 – $500,000 | 1.20% |
| $500,001 – $1,000,000 | 0.75% |
| $1,000,001+ | 0.50% |
Advisory fee is a “blended tier”. The first $500k is assessed 1.20%,
the next $500k is assessed 0.75%, etc.
