Nestwise LLC is a related adviser based in Boston. It manages $129.75 thousand of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Nestwise provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nestwise LLC is $129.75 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nestwise LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Burton White has served as the Chief Investment Officer since 1 Jun 2012. David Paul Bergers joined the executive team most recently as the Secretary.
The principal office where Nestwise LLC performs its advisory services is located at 75 State Street, 24 Th Floor, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-501-9336 or by fax 858-452-6725. The normal business hours are 9:00 - 6:00 on Monday - Friday.