Nest Financial Planning provides personalized investment management and financial planning services to individuals and high-net-worth individuals. The firm focuses on passive investment strategies, utilizing index mutual funds and exchange-traded funds aligned with modern portfolio theory. Nest Financial Planning helps clients with retirement planning, tax strategies, estate planning, cash flow and debt management, insurance reviews, employee benefits optimization, and college savings. Clients can choose standalone financial planning, ongoing annual planning support, or full investment management where portfolios are managed on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are calculated using blended tiers and may be negotiable for accounts over $5,000,000. Household accounts may be aggregated.
