Robert Nestor
Robert Nestor is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Braintree, MA, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
30 Braintree Hill Office Park, Ste 106, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Financial
November 2017Other Business ActivitiesSells Insurance
Robert is an insurance agent for Mutual of Omaha since 2018, selling various insurance products and dedicating nearly full-time hours to this. He also works as overnight support staff and as a direct support professional, dedicating about half his time to these roles.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
Previous Registrations
Prudential Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.