A complete list of active advisors currently associated with NexAdvisors, LLC

Warmer can help you find a great advisor at NexAdvisors, LLC or one who fits your needs even better.

NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities, and offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges. The firm reports approximately $26.1 million in discretionary assets under management and generally requires a household minimum for advisory services and accredited-investor or qualified-client status for certain private real estate and fund investments. The firm constructs diversified portfolios tailored to client suitability and monitors accounts on an ongoing basis, using a mix of fundamental, technical, charting and cyclical analysis and generally maintaining a long-biased posture. For clients investing via 1031 exchanges, NexAdvisors conducts due diligence on real estate options, recommends specific DST investments (including those sponsored by affiliates), and coordinates transactions and administrative tasks related to those investments. NexAdvisors is notable for its integration with a broader financial group: it is affiliated with banking and broker-dealer entities, multiple SEC‑registered investment adviser affiliates, a title/real-estate related affiliate and affiliated insurance companies, and may allocate client assets into affiliated funds and affiliated DSTs it or its affiliates sponsor. Those affiliations and the firm’s role in recommending and facilitating affiliated fund and DST investments — while disclosed in its brochure — create potential conflicts of interest because affiliates may earn additional fees and allocations among affiliated vehicles are a stated part of the firm’s investment process.

To learn more about the advisors currently working at NexAdvisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.