Nesha Zeigler
Nesha Zeigler is a registered investment advisor at Advocacy Wealth Management, LLC, based in Atlanta, GA, with 22 years of industry experience. Nesha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,487 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Nesha is a real estate agent with Home Smart since 2017, dedicating minimal time to this activity. She is also an agent with Forge Consulting LLC, an insurance agency, spending a few hours per week servicing and placing insurance products.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.