Jesus Fomperosa
Jesus Fomperosa is a registered investment advisor at L 1 Global Wealth LLC, based in Coconut Grove, FL, with 14 years of industry experience. Jesus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 17 clients with $2.8B 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 | 1.00% |
Investment management fees start at 0.20% to 1.00% of assets under management and are negotiable based on account size, related accounts, relationship nature, and complexity. Fees are waived for employees and immediate family members. Fixed fee arrangements are also available on a bespoke basis.
Fee Estimator
Location
2601 S Bayshore Dr., Unit 100, Coconut Grove, FL, 33133
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Employment History
Current Registrations
L 1 Global Wealth LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
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