Nest Egg
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Overview
Nest Egg is a financial advisory company that has its headquarters in Conshohocken, Pennsylvania. Nest Egg administers $64.2 million in assets throughout 2,039 customer accounts. It has a small team, including 7 financial advisors. Nest Egg is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments like stocks, options and bonds.
Nest Egg manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices without needing client authorization. The investment advisory firm supervises about $31,485 in assets for each customer account. The average advisor at Nest Egg oversees around 291 client accounts.
The firm's central office is at 20 Ash Street, Conshohocken, Pennsylvania 19428. It is legally registered to serve clients throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nest Egg by the Numbers
$64.2 million
13
2,039
$31.5 thousand
Fee Structure
Financial management fees depend on the financial services provided. Fees charged by Nest Egg typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Nest Egg provides services to retail investors, charitable organizations and corporations. Out of its 2,039 customers, Nest Egg's biggest client by number of accounts is retail investors. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 99.22%
- Corporations - 0.49%
- Charitable Organizations - 0.29%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Nest Egg
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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