Nest Investments LLC offers an investment program to clients through computer kiosks in financial institutions and online. The program creates an asset allocation strategy based on client information. Investment advice is limited to exchange traded funds, mutual funds, and annuities. Clients can place reasonable restrictions on their accounts. The firm manages assets on a discretionary basis.
Assets Under Management$130M
Clients2,832
Advisors10
Avg. per Client$47K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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