NestEgg Advisors provides investment management and financial planning services. NestEgg works with individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. NestEgg creates customized investment strategies and financial plans based on each client's goals, risk tolerance, and financial situation. NestEgg may also refer clients to other professionals like accountants and attorneys.
Assets Under Management$270M
Clients237
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
NestEgg Advisors charges a fee based on the value of your investments. The exact percentage depends on the amount of assets managed, the complexity of your situation, and your overall relationship with NestEgg. The fee is capped at 1.25% annually. Fees are paid quarterly in advance.
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