Michael Nestman
Michael Nestman is a CFP-designated registered investment advisor at West Ridge Advisors, based in Henderson, NV, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 623 clients with $270M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Custom pricing for accounts over $20,000,000. Clients using personalized indexing strategies pay an additional 0.15% to 0.20% to Vanguard.
Fee Estimator
Location
1528 W. Warm Springs Rd #120, Henderson, NV, 89014
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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 →Other Business ActivitiesSells Insurance
Michael is a partner/shareholder at Udall CPA Group, PLLC, and owns West Ridge Insurance LLC. He also has several other business activities including Mint Payroll, LLC, commercial real estate holdings through various 3TFM entities, UCG Scottsdale, LLC, UCG TRC, LLC, and LAG Consulting LLC.
Employment History
Current Registrations
West Ridge Advisors
Previous Registrations
Arista Wealth Management, LLC
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.