Wealth

Refer A Friend And Each Get 1 Month Free!

By Nest Wealth on 07/11/2018Article 1 Minute Read

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We’re making earning some cash easy for Nest Wealth clients this November!

With our rewards program, every time you refer a friend to Nest Wealth, you both get 1 Month Free! Introduce us to your friends and family by November 30, 2018 and you can earn up to three months free in management fees!  

They’ll thank you later (and you can thank us later).

How It Works For You and Your Friend(s)!

  1. Say hello to your friend
  2. Invite them to join Nest Wealth using the Refer A Friend button once you’re signed in to your account
  3. Once they start funding, you (both) receive this offer!

Experiencing sophisticated wealth management at a low cost pays off more ways than just one.

Happy investing!

The (Not So) Fine Print

*For existing clients to earn one (1) month free, the referral must open and start funding their account(s) by November 30, 2018. Existing clients will only be compensated for up to three (3) referrals. This offer only applies to the monthly investment management fees charged by Nest Wealth and does not cover custodian fees nor management fees charged by the underlying portfolio ETFs.  Please refer to our pricing page for more information on these fees.