Lisa Farrier is a CFP-designated registered investment advisor at Nest Egg Financial Advisors, based in Incline Village, NV, with 10 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 5 more. Their firm serves 11 clients with $37M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are subject to an annual minimum of $15,000. Account values of family members in the same household may be combined. Fees are negotiable at the firm's discretion.
Fee Estimator
Contact
Lisa Farrier
Location
Incline Village, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nest Egg Financial Advisors
Previous Registrations
Open Window Financial Solutions, LTD.
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.
Exams
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