Edwin Nunez is a registered investment advisor at Charles Schwab & CO., INC., based in Los Angeles, CA, with 24 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1840 Century Park East, Suite 100, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
3d Asset Management, INC.
Financial Products, LLCBroker
Carey Financial, LLCBroker
Pioneer Institutional Asset Management, INC.
Pioneer Funds Distributor, INC.Broker
Fred Alger & Company, IncorporatedBroker
Citigroup Global Markets INC.Broker
Datek Online Financial Services LLCBroker
Prudential Securities IncorporatedBroker
Kaufman Bros., L.P.Broker
Salomon Smith Barney INC.Broker
Salomon Brothers INC.Broker
Kaufman Bros., L.P.Broker
D. H. Blair & CO., INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.