Kevin Cheezum is a registered investment advisor at Nesteggs, INC., based in Jacksonville, FL, with 21 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
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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
4745 Sutton Park Court, Suite 202, Jacksonville, FL, 32224-0253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nesteggs, INC.
State Registrations1 state
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