Kevin Cress is a CFA-designated registered investment advisor at Nesteggs, INC., based in Soutlake, TX, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 616 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NestEggs Retirement Plan Services charges fees for retirement plan consulting and model portfolio management based on the complexity of the plan and the value of plan assets. For certain fiduciary services, fees range from 3.33 to 9.16 basis points per month (approximately 0.40% to 1.10% annually). Flat fixed fees range from $200 to $750 per month, and per-participant fees range from $5 to $9 per month. Alternatively, hourly fees range from $90 to $225 per hour with a minimum annual fee of $1,800.
Location
Soutlake, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nesteggs, INC.
Previous Registrations
The Class Advisor, INC.
Hewitt Investment Group LLC
401(k) Investment Advisors
State Registrations2 states
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