Nest Egg

Nest Investments LLC, also known as Nest Egg, is an SEC-registered investment adviser offering investment programs through computer kiosks in financial institutions and online platforms. The firm's investment strategy focuses on Exchange Traded Funds (ETFs), mutual funds, variable and fixed annuities, and similar investments. Clients provide information on their investment objectives, risks, and holdings to tailor the program to their needs. The firm offers a fixed annuity model through Lincoln Financial Group and 401(k) Plans through Vestwell, Inc. Clients have the option to impose reasonable restrictions on their accounts. Nest Investments LLC manages client assets on a discretionary basis, with no wrap fee programs offered. As of December 31, 2024, the firm had $101,568,840 in assets under management. The management fee charged is up to 1.25% of assets under management. The firm does not receive transaction-based compensation and uses Charles Schwab & Co, Inc. and Apex Clearing Inc. for custody and trade execution. The minimum account size is $1,000, with an inactive account closure fee of $25 after six consecutive months of inactivity. The firm's employees, including Michael Church, Charles Scavone IV, Jason Dorfman, Jason Berkson, Ryan Shane, Steven Benjamin, and Samuel Hardy, have educational backgrounds and business experience in the financial industry. There are no disciplinary disclosures for any of the supervised persons.