Nestlerode & Loy, Inc. offers continuous investment advisory services, tailoring portfolios to client needs, including ESG options and restrictions on certain industries. They also provide overall financial planning, covering Social Security, retirement, charitable giving, and debt management. Investment consultation is available separately at $250/hour with a $500 minimum.
Assets Under Management$200M
Clients270
Advisors1
Avg. per Client$740K
Avg. per Advisor$200M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be discounted at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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