The Nestegg Group offers investment advisory services to individuals, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary investment advisory services on a fee-only basis. While The Nestegg Group doesn't market itself as a financial planning firm, it may offer limited consultation services on investment and non-investment related matters upon request.
Assets Under Management$270M
Clients200
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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