NESTIMATE

Overview

Nestimate operates as a limited liability company that provides portfolio management for individuals and small businesses and offers pension consulting services. The firm also functions as an intermediary for other financial products, which aligns with its use of annuities and mutual funds in client programs. Its fee model is flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The firm is not identified as an active ESG investor and is not structured as a multi-state adviser. It is categorized as an unclassified adviser and is owned at the domestic entity/individual level. Nestimate does not present itself as a capital allocator; instead it relies on third-party managers for certain alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices