NESTEGG ADVISORS, INC.

Overview

Nestegg Advisors, Inc. is an independent registered investment adviser focused on serving individuals and families. The firm combines financial planning and discretionary portfolio management for individual and small-business clients with periodic publication of client-focused insights. Its advisory model supports fee flexibility — percentage of AUM, hourly, fixed fees and other arrangements — which allows tailoring of pricing to client needs. Investment activity centers on traditional long-only public fund vehicles as the core sleeve, with separately managed account (SMA) capability for customized exposures. The adviser is not a capital allocator in the sense of sponsoring private funds; instead it sources third-party managers, including hedge funds, for alternative exposure. Nestegg Advisors is not an active ESG investor per its disclosures. The firm operates under a client base made up primarily of individual and family clients and manages portfolios on a discretionary basis. Its custodial relationships are concentrated, which supports streamlined reporting and trade execution for client accounts.

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