NESTYIELD ETFs provides investment advice as a sub-advisor to Exchange Traded Funds (ETFs) and separately managed accounts. For ETFs, NESTYIELD provides advice on trades, diversification, and market planning. For separate accounts, NESTYIELD offers financial planning, asset allocation, and investment management. NESTYIELD does not offer a wrap fee program.
Assets Under Management$520M
Clients4
Advisors2
Avg. per Client$130M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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