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.
Taxes, investments, retirement income, Social Security, healthcare, and other major decisions considered together.
Regular planning meetings, plus access when new questions, opportunities, or life changes come up.
Portfolio management that considers withdrawals, taxes, and the broader retirement plan.
| 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. A $1M portfolio would see an average fee of ~0.97%.
