Nestegg Advisors, Inc.

Nestegg Advisors, Inc.

Hauppauge, New York

1.0

2 Reviews

Nestegg Advisors, Inc., based out of Hauppauge, NY, is a small investment advisory firm with a team of six dedicated professionals. With a strong focus on personalized services, three of their employees provide expert investment advisory services to their valued clients. Each investment advisor oversees an average of approximately $97,460,000 in assets under management, which aligns with the industry average. Nestegg Advisors, Inc. follows a comprehensive compensation structure that includes various types, such as a percentage of assets under management. With over 230 individual clients and more than $183,551,000 in assets under ...see more

Assets Under Mgmt

$183.55M

Investment Professionals

3

Locations

1

% 401K & Individual

30%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other: EDUCATIONAL COURSES & SEMINARS

Reviews for Nestegg Advisors, Inc.

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