Nest Financial, based in Austin, Texas, offers asset management and financial planning services. They tailor their services to each client's financial situation, considering income, net worth, and risk tolerance. They also offer estate planning services, working with outside firms and attorneys. Nest Financial does not participate in wrap fee programs.
Assets Under Management$31M
Clients70
Advisors2
Avg. per Client$440K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees may be negotiable. An estate transfer fee of 3% of the portfolio value is charged upon transfer to beneficiaries, but may be waived or negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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