Nextier Financial Advisors, Inc. is a large advisory firm based in Bethesda. It manages $39.72 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Maryland and Virginia.
Nextier Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nextier Financial Advisors, Inc. is $39.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nextier Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian Ross Lipton has been acting as President since 1 Jul 1993. Chartered Lang Group joined the executive team most recently as the Corporation.
The principal office where Nextier Financial Advisors, Inc. performs its advisory services is located at 7101 Wisconsin Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-984-8437 or by fax 301-770-6556. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.nextieradvisors.com.