Nest Financial Planning manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. They tailor services to individual client needs and allow reasonable restrictions on investments.
Assets Under Management$46M
Clients71
Advisors1
Avg. per Client$650K
Avg. per Advisor$46M
www.nestfinancialplanning.com ·twitter.com/robbseverdia ·www.linkedin.com/in/robb-severdia-cfp%c2%ae-206...
Fee Structure
Planning is included in investment management (also available separately)
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 negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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