Kevin Cress is a CFA-designated registered investment advisor at Nesteggs, INC., based in Soutlake, TX, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 616 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NestEggs offers model portfolio management services to pension, profit sharing, and 401k plan clients using mutual fund model asset allocation portfolios. The fees for these services are included in the monthly fee for 3(38) Fiduciary Services, which ranges from 4.17 to 9.16 basis points per month, depending on the complexity of the plan design.
Location
Soutlake, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nesteggs, INC.
Previous Registrations
The Class Advisor, INC.
Hewitt Investment Group LLC
401(k) Investment Advisors
State Registrations2 states
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