Nest Egg Financial Advisors offers investment advice tailored to clients' needs and objectives. They construct portfolios primarily from institutional asset class funds, focusing on diversification and long-term investing. They also offer stand-alone financial planning and consulting services on specific financial topics. The firm's annual investment advisory fee includes investment advisory and financial planning services.
Assets Under Management$37M
Clients11
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Annual minimum fee of $15,000. Fees may be reduced or waived at the firm's discretion. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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