Advisor at Histor Investing, LLC
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Firm
Histor Investing, LLC
Location
Williamsburg, VA 23185
Credentials
Series 65
Industry experience
13 years
Cheryl Nester is the principal advisor at Histor Investing, LLC in Williamsburg, VA, with 13 years of industry experience. She holds a Series 65 designation and has been with Histor Companies since 2008. In addition to her advisory role, she is president and principal consultant of HistorConsulting, a firm providing financial and management consulting services to nonprofit organizations. HistorInvesting is a fee-only, fiduciary advisory firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers comprehensive financial planning and non-discretionary portfolio management alongside educational services such as workshops, seminars, a video series, and a monthly newsletter. Its investment approach emphasizes macroeconomic analysis, life-cycle planning, and a buy-and-hold strategy with limited trading.
Based on Histor Investing, LLC
Based on Histor Investing, LLC
Based on Histor Investing, LLC
Annual flat fees for estates $10,000,000 and above, ranging from $48,000 to $70,000 with custom fees for estates over $15,000,000; flat fee requires prior completion of financial analysis.
$1,000,000 - $1,999,999: 1.50% $2,000,000 - $2,999,999: 1.35% $3,000,000 - $4,999,999: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,001+: 0.50%
$300 per hour for hourly planning services; may be reduced for nonprofit organizations at discretion of firm.
Account minimum: $1,000,000 Fee-only: Fee-only investment advisory and wealth management firm; no commissions received; fees are non-negotiable.
430 Mclaws Circle, Suite 100
Williamsburg, VA 23185
Virginia
Histor Companies
2008 - Present (18 years)
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Bank
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Lawyer
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Real estate agent
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