Next Generation Wealth Management, Inc.
Next Generation Wealth Management, Inc. (CRD# 134057) is a financial advisory firm headquartered in Milwaukee, WI. They manage $459,319,665 in 965 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management459MILLION
Total Number of Accounts965ACCOUNTS
Average Account Value$475,979
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, TX, WI