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Nest EGG Financial Advisors

Headquartered in INCLINE VILLAGE, NV

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Firm Information

Nest EGG Financial Advisors is a financial advisory firm with two investment advisor representatives. They manage approximately $19.8 million in assets, primarily for high-net-worth individuals. Their services include financial planning, pension consulting, and portfolio management for individuals.

Nest EGG Financial Advisors

$19.84M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One time fixed onboarding fee for certain clients

Branch Locations (1)

NEST EGG FINANCIAL ADVISORS has a total of 1 branch locations across the country.
location

INCLINE VILLAGE, NV

Advisors at Nest EGG Financial Advisors

View All 2 Advisors
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John Walter Ekin

RA

INCLINE VILLAGE, NV

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Lisa Ekin Farrier

CFP®, RA

INCLINE VILLAGE, NV

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Disclosures

There are no public disclosures for Nest EGG Financial Advisors.

Frequently Asked Questions (6)

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