Nestimate

Overview

Nestimate is an independent registered investment adviser organized as a limited liability company. Ownership is a mix of a domestic entity and an individual. The firm provides portfolio management for individuals and small businesses and offers pension consulting services; it also conducts other financial product sales activities. Its client billing combines percentage-of-assets, hourly, and fixed-fee arrangements. The firm is registered to operate in Florida and Nebraska. Nestimate does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices