Next20 Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next20 Wealth serves retail clients, including individuals, high‑net‑worth individuals, and small businesses, by providing discretionary portfolio management alongside integrated financial planning. The firm structures client relationships around a written Investment Policy Statement and manages accounts through a dual-program approach described as a core‑passive and satellite‑active framework.
The advisor uses Modern Portfolio Theory and fundamental analysis as primary tools, emphasizing long‑term, buy‑and‑hold core allocations complemented by active satellite strategies. Portfolio construction is supported by model allocation processes, risk‑alignment scoring, statistical testing and stress scenarios, with the active sleeve intended to implement targeted tax‑loss harvesting and downside‑protection techniques.
Distinctive for a solo, recently formed advisory firm, Next20 Wealth’s ADV indicates it was established in mid‑2026 and had no existing clients at the time of filing, reflecting an early‑stage practice. The firm also integrates financial planning into its portfolio management service and describes use of institutional‑grade analytics and a recommended custodial relationship with Charles Schwab, while maintaining authority to debit advisory fees through the custodian.
Client services
Expertise
Fee options
$0+: 0.50% annually for Core-Passive Management Program $0+: 1.00% annually for Satellite-Active Management Program
Account minimum: $250,000
Main office
Woodruff SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Next20 Wealth · Next20 Wealth, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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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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