Next Level Private

Wealth Management Firm in Bronxville, NY

Firm Info
Address: 500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA
Phone: (914) 431-5255

Firm Size
Assets Under Management: $675.2 million
# of Advisors: 5
# of Clients: 1,517
Client to Advisor Ratio: 303:1
Average Account Size: $445,097
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

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
  • State & Municipal Govt Entities

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

Get Connected with a Financial Advisor

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Next Level Private LLC Overview

NEXT LEVEL PRIVATE LLC is a fee-only registered investment advisory firm providing investment advice only. Headquartered in Harrison, NY, the firm has been in business since 2021. The firm’s services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. As a fee-only firm, NEXT LEVEL PRIVATE LLC charges clients for advice and does not receive any commissions or incentives from product sales. This ensures that their advice is solely focused on their clients’ goals and objectives. The firm’s financial planning services help clients identify their financial goals and develop a comprehensive plan to achieve them. Their portfolio management services include the design, implementation, and ongoing monitoring of investment portfolios tailored to their clients’ risk tolerance and investment objectives. Finally, their pension consulting services can assist businesses in designing and managing their retirement plans. NEXT LEVEL PRIVATE LLC is committed to providing unbiased and personalized advice to its clients. As a registered investment advisory firm, they are held to a fiduciary standard, ensuring that their advice is always in their clients' best interests.

NEXT LEVEL PRIVATE LLC caters to a diverse array of clients across various industries. From individuals seeking personalized wealth management to high net worth individuals looking to grow their portfolios, this versatile firm works diligently to provide exceptional service. With a focus on precision and attention to detail, NEXT LEVEL PRIVATE LLC also assists pension or profit sharing plans to help maximize their growth potential. Additionally, the firm provides guidance and support to charitable organizations, assisting them in accomplishing their philanthropic objectives, and also works with state or municipal government entities in need of investment and financial management services. Fee structures at NEXT LEVEL PRIVATE LLC vary depending on the service provided. For those seeking comprehensive investment management, the firm offers a percentage of assets under management (AUM) fee structure. Alternatively, clients have the option of selecting fixed fees for specific services, enabling them to customize their experience based on their unique needs and objectives. For clients who seek project-based services or prefer to engage with the firm on an as-needed basis, an hourly fee structure is available. NEXT LEVEL PRIVATE LLC recognizes the importance of aligning incentives and transparent communication when working with clients, and they strive to deliver the highest level of service possible while keeping their fee structures competitive and flexible.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for NEXT LEVEL PRIVATE LLC does not mention any note about investment minimums. Without this information, it is unclear what the minimum investment requirement is for this firm.

How This Office Can Help Bronxville, NY Residents

Next Level Private is a financial management firm that assists clients in Bronxville, NY in planning and maintaining their financial health. Bronxville is a relatively affluent neighborhood in Westchester County, NY, known for its high median household income and expensive real estate prices. As a result, residents of Bronxville may often face unique financial situations such as estate planning, high net-worth tax planning, and estate and trust management. Next Level Private’s team of expert financial planners provides customized financial solutions to help clients navigate these complex challenges and ensure long-term financial stability. Whether it's managing a large inheritance, maximizing financial planning for future growth, or protecting assets from future taxation, Next Level Private provides guidance on financial planning, investment management, and retirement planning, among other things. The firm has a deep understanding of the Bronxville market and has helped many clients from the area achieve financial success. With a large focus on personalized service, Next Level Private is a trusted partner for Bronxville residents looking to manage their finances effectively.


Services Offered by Next Level Private LLC

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 Level Private LLC 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)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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 500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA
Phone (914) 431-5255
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 500 MAMARONECK AVENUE, SUITE 501, HARRISON, NY 2050, United States

This firm has no other locations.

State Registrations

Next Level Private LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Massachusetts
  • Nebraska
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • Tennessee
  • Texas

Disciplinary History

Next Level Private LLC does not have any disclosures. Please visit it's Form ADV for more details.