Nestate Investment Management offers ongoing portfolio management, model portfolio management, and pension consulting services. Nestimate Investment Management builds customized portfolios using mutual funds, collective investment trusts, real estate funds, insurance products including annuities, and exchange-traded funds. The firm operates on a discretionary basis, meaning it makes investment decisions on behalf of clients based on their goals, risk tolerance, and time horizon. Nestimate Investment Management also provides consulting for employee benefit plans like 401(k) plans and acts as a subadviser to other financial advisors. The firm emphasizes a long-term investment strategy using fundamental, quantitative, and modern portfolio theory analyses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Rates vary by program. IRA platform management is 0.30%. Model portfolio management is 0.50%. Pension consulting services range from 0.05% to 0.10%. Fees are generally negotiable.