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The Nestegg Group, Inc.

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Client assets under management

$331,028,505

Clients

187

35% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

62

Typical

Average account size

$1,770,206

About

The Nestegg Group, Inc. provides discretionary investment management to individuals, retirement plans, business entities, trusts, estates and charitable organizations, operating on a fee-only, percentage-of-assets basis. The firm does not hold itself out as a comprehensive financial planning practice but will, when requested by investment management clients, provide limited consultations on estate, tax and insurance matters without charging an additional fee.

Investment strategies are implemented primarily through mutual funds and ETFs, with an emphasis on asset allocation, manager and qualitative analysis and a blend of longer‑ and shorter‑term holdings to address client objectives and tax considerations (including tax‑loss harvesting). The firm performs ongoing portfolio reviews, may maintain defensive cash positions when warranted, and provides regular reporting and custodial account statements to clients.

Compared with many peers, The Nestegg Group manages several hundred million dollars with a small advisory team and a relatively modest client roster, producing a concentrated advisor-to-AUM profile that is consistent with a high-net-worth focus. The firm, which traces its roots to a long-standing advisory practice prior to incorporation, generally recommends Charles Schwab & Co. for custody and discloses receipt of non‑monetary support from that custodian, accepts ERISA fiduciary responsibilities for rollovers when applicable, and maintains formal policies for proxy voting, personal trading and cybersecurity.

Client services

Portfolio management

Expertise

Tax-loss harvesting

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Other

Account minimum: $200,000 Minimum fee: $2,000 annual minimum fee Fee-only: Fee-only basis; no commissions or other compensation accepted

Main office location

The Nestegg Group, Inc.

6676 N. Lincoln Ave., 2 Nd Floor

Lincolnwood IL 60712, United States

Number of offices

1

Most active in

More info

Arizona · California · Florida · Illinois · Missouri · New Hampshire · New York · Ohio · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 847-677-6378

Advisors at this firm

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user avatar

Steven G

Series 65

Lincolnwood, IL

The Nestegg Group, Inc.

Steven Goodman is a financial advisor at The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 designation with 27 years of industry experience. He has been with The Nestegg Group since 1993. The Nestegg Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations, providing discretionary investment management and related limited consulting services. The firm primarily uses mutual funds and ETFs, focusing on manager analysis, asset allocation, and a combination of long-term and shorter-term trading strategies.

Tax-loss harvesting
user avatar

Jeffery L

Series 65

Lincolnwood, IL

The Nestegg Group, Inc.

Jeffery Laske is a financial advisor at The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 designation with 23 years of industry experience. He has been with The Nestegg Group since 1994. The Nestegg Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations, providing discretionary investment management and limited consulting services. The firm primarily uses mutual funds and ETFs, combining qualitative manager analysis with asset allocation and ongoing portfolio reviews.

Tax-loss harvesting
user avatar

Akiva G

Series 65

Lincolnwood, IL

The Nestegg Group, Inc.

Akiva Goodman is a financial advisor at The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential with 10 years of industry experience. He has been with The Nestegg Group since 2014. The Nestegg Group serves individuals, including high-net-worth clients, as well as various institutional clients, offering discretionary investment management and limited consulting services. The firm primarily uses mutual funds and ETFs, applying qualitative manager analysis and asset allocation, and manages over $268 million with a three-advisor team.

Tax-loss harvesting
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