How We Make Money
We generate revenue from three sources:
Registration Fees from Financial Institutions
We charge financial institutions a flat fee for listing their products in our product directory. We do not receive any form of compensation that varies with sales, referrals, “clicks” on company information, or any other customer activity or decision.
Why do we charge financial institutions a fee? First, this allows us to offer many services to customers free-of-charge, and other services as a much lower price. Second, we believe that it is fair and appropriate because these firms will benefit from our forum of like-minded individuals.
Registration Fees from Financial Advisors
We charge financial advisors a flat fee for listing them in our advisor directory. We do not receive any form of compensation that varies with sales, referrals, “clicks” on advisor information, or any other customer activity or decision.
Why do we charge financial advisors a fee? First, this allows us to support Nested Interest services and education, much of which is free-of-charge, because we want people to know about their financial options. Second, we believe that it is fair and appropriate because these advisors will benefit from our forum of like-minded individuals who seek them for advice, products and solutions that we at Nested Interest do not provide.
Fees from Customers
We also receive fees from customers for certain services. For example, everyone can try out many aspects of our retirement planning tool for free, but some are interested in all of the bells and whistles, and are willing to pay for that service and level of finely calibrated control.
What We Don’t Do
We do not receive commissions; manage assets; or transact securities, insurance, or other financial products; Sure, we could make a lot more money by doing some of these things, but we believe that these activities conflict with the interests of our clients. As a result, the advice that we dispense is based purely on the needs of our clients, not what maximizes our bottom line.