Leonardo Nunez is a CFP-designated registered investment advisor at Everest Financial Advisors, LLC, based in Cooper City, FL, with 16 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment management fee ranges from 0.50% to 1.50% of assets managed and is negotiable depending on client circumstances.
Fee Estimator
Location
9720 Stirling Road, Suite 107, Cooper City, FL, 33024
Get directionsHistory
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 →Other Business Activities
Leonardo is a managing member of JL Equity Holdings, LLC (since 2017) and Oakland Park 161 APT., LLC (since 2016), both real estate holding companies. He dedicates minimal time to each of these non-investment related activities.
Employment History
Current Registrations
Everest Financial Advisors, LLC
State Registrations2 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.
Exams
More Advisors
- James Estep, CFPEverest Financial Advisors, LLC
- Maria Dominguez, CFPValoria Wealth Management LLC
- Wayne Anderman, CFP