James Estep is a CFP-designated registered investment advisor at Everest Financial Advisors, LLC, based in Cooper City, FL, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 226 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Everest Financial Advisors charges a percentage of your portfolio each year for investment management services, ranging from 0.50% to 1.50%. This fee is calculated based on the value of your account at the end of each quarter and is billed quarterly. The advisory fee is negotiable depending on your individual circumstances.
Location
9720 Stirling Road, Suite 107, Cooper City, FL, 33024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a managing member of JL Equity Holdings, LLC, a real estate holding company, dedicating minimal time. He is also the President of The Professional Firefighters of Miramar Local 2820 Union.
Employment History
Current Registrations
Everest Financial Advisors, LLC
State Registrations2 states
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