Next Financial Group

Financial Advisor in Manitowoc, WI

Firm Info
Address: 980 Maritime Dr # 3, Manitowoc, WI 54220, USA
Phone: (920) 686-1100

Firm Size
Assets Under Management: $3.1 billion
# of Advisors: 399
# of Clients: 15,664
Client to Advisor Ratio: 39:1
Average Account Size: $198,572
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Next Financial Group, Inc. Overview

Next Financial Group, Inc. is a highly regarded registered investment advisory firm that has been in operation since 1999. Based in Houston, Texas, the firm has established expertise in several financial services to help individuals and businesses achieve their financial goals. The firm focuses on providing investment advice as a broker-dealer and insurance broker/agent. The fee arrangement for Next Financial Group, Inc. is fee-based, which means that the firm charges a fee for its advisory services but may also receive commissions. The firm offers financial planning, portfolio management services for individuals and small businesses, and selection of other advisors to help clients make informed investment decisions. In addition to providing advisory services, Next Financial Group, Inc. offers educational seminars and workshops aimed at empowering clients with financial knowledge and skills. The firm's educational programs aim to teach clients how to make smart investment decisions to protect and grow their wealth for the future. Overall, Next Financial Group, Inc. is a reputable, experienced, and dedicated registered investment advisory firm. It prides itself in helping individuals and businesses achieve their financial objectives by delivering reliable, transparent, and actionable financial advice.

NEXT FINANCIAL GROUP, INC. serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations and various other corporate entities. These clients come from different industries and sectors, seeking financial advice and planning assistance. NEXT FINANCIAL GROUP, INC. offers clients multiple fee structures depending on the services provided. Clients may opt for percentage of assets under management (AUM), hourly, fixed fees, or other types of fees. The percentage of AUM model is where clients pay a percentage of their investments as a fee. The hourly model is where clients pay for the time that their advisor spends providing financial advice and planning. Fixed fees are where clients pay a fixed fee for specific services rendered, regardless of the time spent by the advisor. Other types of fees may include transaction fees, performance-based fees, and more. The fee structure chosen by the client will depend on the level of service required and individual preferences. NEXT FINANCIAL GROUP, INC. is committed to providing transparent fee structures to allow clients to make informed decisions.

Typical Clients, Fee Structures & Investment Minimum

According to the note in the Part 2 Brochure for Next Financial Group, Inc., the minimum initial account size for both the Visionary Program and VAMPP is $25,000. However, the minimum account size for these programs can be waived at NEXT's discretion. Third-party money managers and advisory programs have different minimum investment amounts, and the initial minimum account size for NEXT Select program options are listed below but can also be waived at NEXT's discretion. There is no minimum asset amount required for Investment Fiduciary & Retirement Plan Consulting, Plan Participant Advice Services, or Consulting Services. In the SMP, the minimum depends on the SMA Manager's requirements, while in the Multi-Manager Program, the minimum account size for each model style is determined by the Model Provider.

How This Office Can Help Manitowoc, WI Residents

Next Financial Group is dedicated to providing reliable and personalized financial solutions to clients in Manitowoc, WI. The firm understands the unique financial challenges that residents in Manitowoc, WI may face, such as the need for retirement planning, education funding, tax-efficient investments, and protection for their assets. Next Financial Group works with individuals, families, and business owners to develop customized financial strategies to help them achieve their financial goals. The firm provides a wide range of services to clients including financial planning, investment advice, tax planning, estate planning, risk management, and retirement planning. The team at Next Financial Group understands that the financial goals of each client are unique, so they tailor their services to meet the specific needs of each client. With expertise in various financial areas, Next Financial Group is committed to helping clients in Manitowoc, WI achieve their financial objectives and live the life they aspire to.

To view the Minimum Investment and Fee Schedule for Next Financial Group, Inc., visit their Part 2 Brochure.

Services Offered by Next Financial Group, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Next Financial Group, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 980 Maritime Dr # 3, Manitowoc, WI 54220, USA
Phone (920) 686-1100
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2500 WILCREST, SUITE 620, HOUSTON, TX 77042, United States

This firm has no other locations.

State Registrations

Next Financial Group, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Next Financial Group, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs