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NEXT LEGACY MANAGEMENT, LLC

Financial Advisor serving Portola Valley, California · 1 of 10 financial advisors in the area

📍 3000 ALPINE RD, PORTOLA VALLEY, CA 94028
📞 (650) 324-••••
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📍 3000 ALPINE RD, PORTOLA VALLEY, CA 94028

About NEXT LEGACY MANAGEMENT, LLC

NEXT LEGACY MANAGEMENT, LLC is a financial advisor located in Portola Valley, California. As a local financial advisor, they serve Portola Valley and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Portola Valley should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Portola Valley

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Portola Valley may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Portola Valley

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Portola Valley?
Financial Advisors in Portola Valley typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Portola Valley?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 10 financial advisors in Portola Valley to choose from.
Does NEXT LEGACY MANAGEMENT, LLC offer free quotes?
Contact NEXT LEGACY MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Portola Valley

WESTERN TECHNOLOGY INVESTMENT (WTI)

104 LA MESA DRIVE, PORTOLA VALLEY, CA 94028

MORGENTHALER MANAGEMENT CORPORATION

3200 ALPINE ROAD

ALMAZ CAPITAL

3130 ALPINE ROAD

THEORY VENTURES MANAGEMENT, LLC

3130 ALPINE RD

LEADOUT CAPITAL MANAGEMENT, LLC

3130 ALPINE ROAD

G2VP, LLC

3280 ALPINE ROAD

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