A complete list of active advisors currently associated with Nextmove Capital Inc.
Warmer can help you find a great advisor at Nextmove Capital Inc. or one who fits your needs even better.
NextMove Capital provides discretionary portfolio management and advisory/sub‑advisory services to individual investors and to other independent advisors, banks, credit unions and institutions through a web-based portal (described in the brochure as “Gig Economy Clients”). The firm operates on a small scale as a single-advisor practice and manages client accounts through standardized model portfolios and wrap fee programs. Portfolios are allocated based solely on clients’ responses to an online risk-tolerance and time‑horizon questionnaire and are implemented with ETFs and mutual funds that are reviewed quarterly; the service does not provide individualized financial planning beyond those questionnaire inputs. NextMove uses automated tools, including artificial intelligence, to assist with monitoring and management, and client interactions and profile updates are conducted exclusively through its digital platform. What distinguishes NextMove from many peers is its fee and sponsor structure: it offers subscription-style billing and serves as a wrap fee program sponsor rather than relying on percentage-of-AUM fees, and it routinely compensates outside solicitors and has a promoter agreement disclosed in the brochure. The firm’s small asset base and focus on non‑high‑net‑worth individual clients, combined with a directed brokerage arrangement that routinely routes trades through a single broker-dealer, are additional operational features that may affect execution and referral conflicts.
To learn more about the advisors currently working at Nextmove Capital Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Long Branch, NJ
| 0
|
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