The Nestegg Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities and charitable organizations. The firm manages roughly $331 million for about 187 client relationships and operates with a small advising team of three professionals.
The firm primarily implements portfolios using mutual funds and exchange-traded funds, guided by asset allocation, manager/qualitative analysis, and a mix of longer- and shorter-term trading approaches, and it may hold defensive cash positions when warranted. It also offers access to alternative investments through third-party platforms and treats those allocations as separately billed portfolios with distinct valuation and liquidity considerations.
Distinctive aspects of the firm include its provision of limited, no-additional-fee consulting on non-investment matters (estate, tax, insurance) despite not holding itself out as a financial planning firm, and its use of custodial account authorizations that permit custodian transfers based on the firm’s instructions. The firm recommends a primary custodian (and may receive non-monetary support from that custodian), serves as an ERISA/IRC fiduciary when advising on rollovers, and maintains written policies for proxy voting and personal trading oversight.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Account minimum: $200,000 Minimum fee: $2,000 annual minimum fee Fee-only: Fee-only basis, no commissions received
Main office
6676 N. Lincoln Avenue
Lincolnwood IL 60712
Advisors at this office
3
Most active in
Arizona · California · Florida · Illinois · Missouri · New Hampshire · New York · Ohio · Wisconsin
Also doing business as
Goodman, Steven Charles · The Nestegg Group · The Nestegg Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Steven G
Series 65
Lincolnwood, IL
The Nestegg Group, Inc.
Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.
Jeffery L
Series 65
Lincolnwood, IL
The Nestegg Group, Inc.
Jeffery Laske is a Series 65-licensed financial advisor with 24 years of industry experience, currently practicing at The Nestegg Group, Inc. in Lincolnwood, IL. He has been with The Nestegg Group since 1994, totaling 32 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, primarily using mutual funds and exchange-traded funds guided by asset allocation and qualitative analysis, and also offers access to alternative investments through third-party platforms.
Akiva G
Series 65
Lincolnwood, IL
The Nestegg Group, Inc.
Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.
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