Next Horizon Advisors LLC

Next Horizon Advisors LLC is a financial advisor firm founded in 2014 and managed by Shrikant Nadkarni, offering over 25 years of industry experience. The firm provides discretionary or non-discretionary investment management services on a fee-only basis. Clients are required to enter into an investment advisory agreement setting forth the terms and conditions of the engagement. Fees are typically charged based on the level of client assets in the managed account, with a minimum annual fee of $10,000. The firm does not offer the wrap fee program to new clients but may absorb certain transaction costs for grandfathered clients in the program. Clients have the option to impose reasonable restrictions on what types of securities the investment advisor should avoid. Next Horizon believes in offering a clear and transparent view of the total cost of advisory services provided to clients. The firm does not charge performance-based fees and does not engage in the recommendation or selection of other investment advisers. Next Horizon has not been subject to any disciplinary actions and maintains a Code of Ethics to ensure ethical business conduct. Clients are encouraged to review their accounts regularly, and the firm does not accept custody over client assets. Next Horizon does not compensate any person for client referrals and has no known financial conditions impairing its ability to meet contractual commitments.