The list > NestEgg Wealth
Summary: NestEgg offers both financial planning and advisory services to its clients. While the company offers low-cost Modern Portfolio Theory-based investments, they also upsell their focus on financial planning. Whether saving for college, retirement, or setting up a safety fund, NestEgg will help you reach your goals. Utilizing its technical know-how, NestEgg also offers its servies to traditional investment advisors looking to add an online investing presence.
Offering: NestEgg offers both financial planning and financial advisory services. While many roboadvisors simply use risk tolerance as a guage for an asset allocation, NestEgg focuses on understanding what accounts you need for your different end goals. At this point, NestEgg has not yet signed up wtih another financial institution who can house the invested securities, meaning NestEgg is not yet able to actually invest the money for its clients. They do provide you with an allocation of what to invest in and will monitor your holdings once you upload them into the software. With a minimum account size of $5,000, NestEgg appeals to customers of all levels of wealth. While not yet fully functioning, this is a robust platform.
NestEgg also offers its services to RIAs looking to add to their digital platform. With its private label approach, NestEgg is able to take its software to create an online presence for traditional RIAs, while allowing them to still maintain control over asset allocation.
Fee: 0.45% on the first $250,000, 0.35% on the next $750,000, 0.25% on all assets over $1,000,000.
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There are many roboadvisors to choose from; each with distinct characteristics and a wide variety of services offered. We break down the similarities and differences between these firms here at The List.