Nesteggs, Inc.

NestEggs Retirement Plan Services, Inc. is a SEC-registered investment adviser established in 2000, based in Florida. The firm specializes in providing Pension Consulting Services to pension, profit sharing, and 401(k) plans, as well as individuals, trusts, estates, and charitable organizations. Services include Investment Policy Statement Preparation, Selection of Investment Vehicles, Monitoring of Investment Performance, and Employee Communications. Additionally, the firm offers Model Portfolio Management with four mutual fund model asset allocation portfolios. NestEggs manages client accounts on a discretionary basis, focusing on long-term purchases. The firm does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, and pension and profit sharing plans. NestEggs employs methods of analysis such as Mutual Fund and/or ETF Analysis and focuses on asset class diversification. The firm's brokerage practices include block trading and utilizing Charles Schwab Institutional for custody and brokerage services. NestEggs does not vote client securities proxies and does not have custody of client accounts. The firm discloses its fee structure, including Pension Consulting Fees and Wrap Fee Programs, and provides detailed information on its Code of Ethics, review of accounts, and client referrals. As of 12/31/2024, NestEggs actively managed $724,718,727 in assets under management.