Nest Wealth Fees Changed

April 25th, 2021 by Potato

Just a quick note that Nest Wealth has changed their fees. There are now 4 flat-rate tiers (vs. 3 before). At the low end, this makes them a little more cost competitive. At the high end though, they lose their cost dominance until a much higher portfolio size — from roughly a quarter of a million to roughly half a million now.

And of course there may be reasons you prefer one firm over another even if the costs are a bit higher one way or the other.

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