Nexwealth LLC
NexWealth, LLC is an SEC-registered investment advisor based in Florida, established in 2020. The firm offers investment management services tailored to individual objectives, risk tolerance, and liquidity needs. Clients can engage NexWealth on a discretionary basis, allowing the firm to manage assets in equities, fixed income, mutual funds, ETFs, and more. Financial planning services, including estate planning, are provided at no additional cost. As of the most recent fiscal year, NexWealth actively manages approximately $132 million of client assets. The firm operates on a fee-only basis, with fees calculated quarterly based on a percentage of assets under management. NexWealth may invest in affiliated mutual funds, with fees paid to the affiliate. The firm does not engage in performance-based fees and acts in a fiduciary capacity. Clients receive regular reports and have the option to request changes to their investment strategy. NexWealth does not vote client securities and does not accept authority to do so. The firm maintains a Code of Ethics and does not participate in principal trades or agency cross transactions. Clients are encouraged to review custodial statements for accuracy.
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