NEST 529 Direct Plan for RIAs.
For many of your clients, saving for higher education is a priority and makes sense in their overall financial strategy. NEST 529 Direct Plan provides an excellent way for you to deepen relationships and accomplish your clients' savings goals. NEST features an array of investment choices with open architecture, low costs and smart solutions for account management. Plus, we provide top-notch service and a sales team to help in ways that make sense for you.
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Why NEST is a smart offering for your clients
Investment flexibility and choice
Open architecture, active and passive investments in diversified asset classes from 9 well-respected companies. Read more
No investment minimums, no opening or annual fees, low annual asset-based fees. Read more
NEST is consistently highly rated in the industry and has a 5-Cap Rating from savingforcollege.com1 and a Bronze Rating from Morningstar2.
Smart ways to grow and manage the account
Full online account management for you and your client, online contributions and withdrawals, systematic investment options, easy rollovers from another 529 plan, reward and gifting tools.
We are here for you
A dedicated 529 sales team is available for calls and in-person meetings. We listen and incorporate your ideas into our plan. Contact us today.
529 QuickView access to client accounts, Click here
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