DP
DP

Damian Pereira-Nunez

19 Years of Experience
Coral Gables, FL
1 DisclosureBroker

Damian Pereira-Nunez is a registered investment advisor at Wells Fargo Advisors, based in Coral Gables, FL, with 19 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

396 Alhambra Cir 8th Fl, [D2-Rbo], Coral Gables, FL, 33134

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History

Regulatory History (1)
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Customer Dispute
June 2024
Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
May 2022 - Present · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2017 - May 2022 · 4 yrs 9 mos
Citigroup Global Markets INC.
August 2017 - May 2022 · 4 yrs 9 mos
Santander Securities LLCBroker
September 2012 - August 2017 · 4 yrs 11 mos
Santander Securities
September 2012 - August 2017 · 4 yrs 11 mos
LPL Financial LLC
October 2011 - September 2012 · 11 mos
LPL Financial LLCBroker
October 2011 - September 2012 · 11 mos
Chase Investment Services CORP.
January 2008 - October 2011 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
December 2007 - October 2011 · 3 yrs 10 mos
Fordham Financial Management, INC.Broker
October 2006 - December 2007 · 1 yr 2 mos
State Registrations9 states
AZCAFLGANCNJNYPATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.