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NextGen Wealth Counselors Limited Liability Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$104,721,507
Clients
35
83% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$2,992,043
About
NextGen Wealth Counselors LLC provides discretionary portfolio management, financial planning, selection of third‑party advisers, and ongoing pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. The firm manages roughly $105 million for about 35 clients and documents each client’s goals and limits in an Investment Policy Statement.
The adviser combines charting, fundamental, technical, quantitative analysis and modern portfolio theory and employs both long‑ and short‑term strategies, including short sales, and may allocate to private equity and other alternative instruments. It generally manages accounts on a discretionary basis, refers clients to vetted third‑party managers when appropriate, and requires custody at Schwab Institutional as part of its trade execution and research access.
Distinctive features include an explicit pension/401(k) consulting practice—an offering less common among independent advisers—and a relatively small client roster with a $500,000 account minimum (waivable). The firm also does not aggregate trades across clients and charges its advisory fee in addition to any third‑party manager fees, creating operational and fee arrangements that differ from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Annuities
Private / alternative investments
Fee options
$1,000 fixed fee for financial planning, charged 50% in advance and remainder upon plan delivery
$500,000 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001 - And Up: 0.35%
Account minimum: $500,000
Main office location
NextGen Wealth Counselors Limited Liability Company
Plainsboro NJ, United States
Number of offices
1
Most active in
NextGen Wealth Counselors Limited Liability Company has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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