Nested Financial LLC (NF) offers financial planning and wealth management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Wealth management includes investment management and ongoing financial planning. NF may recommend third-party professionals but receives no compensation from them.
Fee Structure
Wealth Management Services are available to clients who have received a financial plan using Nested Financial's Comprehensive Financial Plan service. NF charges an annual fixed fee of $3,000 - $18,000 for ongoing Wealth Management Services, paid monthly in arrears. The fee range depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
