Welcome to AdvisorNXT

Smart Tailored Portfolios

Every investor is unique and wealth may be accompanied by complexity. We are committed to providing our clients with a number of asset management tools.

Simplified Automated Investing

The AdivsorNXT automated investment platform allows investors to create their own diversified investment portfolios at low costs.

Competitive Pricing and Fees

Simplified low cost alternatives is what we are all about. We offer three low cost affordable plans tailored to fit your investment needs.

Choose your Investment Plan

Based on your initial investment and overall goals AdvisorNXT offers you the choice on which Investment Plan would best suite your needs. The fees below in each category are an annual fee based on the value of your portfolio.

Basic

0.5%
  • Unlimited phone access to our reliable client support team
  • Simple-to-use investment tools
  • Automated rebalancing
  • Personalized financial advice
  • Minimums as low as $5,000
 
Gold

0.7%
  • Unlimited access to our team of Licensed Wealth Managers for Guidance on life events
  • Unlimited phone access to our reliable client support team
  • Simple-to-use investment tools
  • Automated rebalancing
  • Personalized financial advice
  • Minimums as low as $5,000
 
Platinum

1.25%
  • A dedicated Licensed Wealth Manager who will work with you on a regular basis to address your investment needs
  • In-depth advice of services and products outside AdvisorNXT
  • Unlimited access to our team of Licensed Wealth Managers for Guidance on life events
  • Unlimited phone access to our reliable client support team
  • Simple-to-use investment tools
  • Automated rebalancing
  • Personalized financial advice
  • Minimums as low as $5,000
 

Dedicated Financial Advice

If you’re looking for a one-on-one relationship with a dedicated financial advisor, we’ll match you with a wealth manager who will provide more scheduled and comprehensive financial planning.

Start Today!

Choose your Investment Objective

 
Stocks Bonds
 
Stocks Bonds
 
Stocks Bonds

Get started with AdvisorNXT

What is your goal for this investment?

 

Why Investors are Turning to Robo Advisors

Discover what a Robo-Advisor is, why investors are choosing to invest with them, and how AdvisorNXT can help.

Adding a human touch to Robo Advisors

People prefer a “bionic” financial advisor who offers a low-cost, automated investing platform paired with patient, personal advice, according to a recent survey by the Financial Planning Association and Investopedia.

The Rise of the Robo-Advisors

There are many definitions of what exactly “robo-advisor” means. To put it simply, a robo-advisor is a method to automate the asset allocation of investments via a computer algorithm. In a broader sense, a robo-advisor may also include human financial advisors but only for services that require human assistance (e.g., taxes, retirement or estate planning).

Why Financial Advisors Should Consider a Robo Advisor

Most financial advisors and money managers are terrified of robo advisors. And frankly, if your job description consists of selling expensive mutual funds for a commission, you should be worried. Your business model has been slowly dying for decades, and low-cost robos are the final nail in the coffin.

Low Management Fees

Simplified low cost alternatives is what we are all about. We offer three low cost affordable plans tailored to fit your individual investment objectives: Basic, Gold and Platinum. Call us today to find out which plan may be right for you.

Our Advisors

Our experienced Investment Advisors work closely with you to help devise a comprehensive wealth management plan that will suited to your financial goals.

Personalized Service

Experienced Investment Advisors assist you every step of the way. Clients receive a unique blend of technology and innovative products as well as the exceptional, personalized customer service you’ve come to expect from a world-class, boutique-style advisory firm.