Nestegg provides investment advice to clients, including determining their risk tolerance, objectives, and goals. Nestegg creates and monitors portfolios of stocks and mutual funds, and provides clients with a basic understanding of these investments. Nestegg provides advice for a 12-month period.
Assets Under Management$8M
Clients50
Advisors1
Avg. per Client$160K
Avg. per Advisor$8M
Fee Structure
Investment management only (planning not offered)
Nestegg charges an annual retainer fee for investment advice. This fee is negotiable and ranges from $100 to $1,000 per year.
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