Cheryl Nester is a registered investment advisor at Histor Investing, LLC, based in Williamsburg, VA, with 13 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 16 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Portfolio advisory fees are non-negotiable.
Fee Estimator
Location
430 Mclaws Circle, Suite 100, Williamsburg, VA, 23185
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Cheryl is the President and Principal Consultant of Historconsulting, Inc., which provides financial and management consulting services for non-profit organizations. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Histor Investing, LLC
State Registrations1 state
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