Nest Wealth – Canadian Digital Wealth Manager – Refer Clients for 1 Month Fee-Free

Nest Wealth is a Canadian digital wealth manager that offers low-capped fees and custom portfolios.

Nest Wealth provides personalized wealth management for Canadians starting at $20 a month and capped at $80 a month, no matter how much your account grows over time.

Nest Wealth will manage your portfolio, find the right asset mix for you, monitor it, and take action whenever necessary to maintain the correct path toward your financial goals.

Nest Wealth covers the custodian fee on your first account and any trading fees above $100 per year per account, and they only use low-cost ETFs, so it offers Canadians an option to avoid paying high wealth management fees.

If you are investing a large amount of money toward your retirement, Nest Wealth may be able to offer more savings on your financial management fees than other Canadian robo-advisors like Wealthsimple (available in both Canada and the U.S.A.).

About Nest Wealth Canadian Robo-Advisor

Nest Wealth offers digital wealth management and personalized portfolios that are focused on your long-term goals with low-capped fees.

• Build a customized investment solution to suit your financial situation, time horizon, and risk tolerance.
• Your portfolio is globally diversified across industry sectors and asset classes.
• Automatically monitors your portfolio and rebalances it whenever needed to maintain focus on your goals.
• Transparent online reporting shows you exactly how your investments are performing and how much you are paying in fees.
• A monthly subscription starts at $20 a month and is capped at $80 a month, regardless of how large your account grows.
• You’ll never pay more than $100 per year per account for trades to allocate or rebalance your account.
• Open all types of accounts, including both registered and non-registered accounts, such as Cash, TFSAs, RRSPs, Spousal RSPs, RRIFs, and RESPs. They work with personal, joint, corporate, and trust accounts.

Nest Wealth Features

• Customized portfolio creation.
• Diversified asset allocation.
• Specific ETF selection.
• Optimized portfolio construction.
• Consistent portfolio monitoring.
• Threshold portfolio rebalancing.
• Annual updating of information.
• Professional support from a registered advisor.
• Online transparent fee and perfomance reporting.
• Tax efficient asset allocation (for accounts with $75K-$150K invested only).
• Holistic view of multiple accounts (for accounts with $75K-$150K invested only).
• Joint accounts included at no additional charge (for accounts with $150K+ invested only).

Nest Wealth Pricing

Per Month Management Fees:

• $20 Per Month – Investments less than $75,000.
• $40 Per Month – Investments from $75,000 to $150,000.
• $80 Per Month – Investments more than $150,000.

Additional Third-Party Fees:

• When Nest Wealth makes trades to allocate or rebalance your account, NBCN Inc. charges $9.99 per trade. Nest Wealth will cover any fees over $100, so you’ll never pay more than $100 per year per account for trades.
• For each account you have open, NBCN Inc. charges a custodian fee. Nest Wealth covers the custodian fee for your first account, and NBCN Inc. will charge you annually for any additional accounts you have open — $100 a year per registered account (e.g. RRSP, TFSA) and $75 a year per non-registered account (e.g. Cash).
• Nest Wealth only uses ETFs with low management expense ratios (MERs). MERs are charged by the ETF companies, and the average MER of the ETFs that Nest Wealth uses is 0.13% for a balanced portfolio.

Nest Wealth Referral Program – Get 1 Month Fee-Free

Nest Wealth members have access to the Nest Wealth Refer-A-Friend Program that provides you with 1 month fee-free for each new client that you refer to Nest Wealth.

Once you refer a client to Nest Wealth, and your referral opens and funds an account, you will receive 1 month of fees for free on Nest Wealth.

Please feel free to share your Nest Wealth referrals in the comments below this article along with your experiences using the Nest Wealth digital wealth management service.

Take advantage of the Nest Wealth Canadian digital wealth manager to get low-capped fees and custom portfolios that can help you retire with more money.