Nest Financial LLC is a registered investment advisor based in Austin, Texas, offering personalized asset management, financial planning, and estate planning services. Nest Financial helps clients navigate their financial lives by managing investment portfolios, providing guidance on retirement and tax planning, and coordinating with outside professionals for estate planning needs. The firm tailors its strategies to each client's unique financial situation, risk tolerance, and goals, working with individuals, high-net-worth clients, pension and profit-sharing plans, and non-profit organizations.
Assets Under Management$45M
Clients109
Advisors2
Avg. per Client$410K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are annual and may be negotiable. Paid monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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