Alex Nunes
Alex Nunes is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in San Diego, CA, with 14 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
12750 High Bluff Drive, Suite 460, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Criminal
September 1998Other Business ActivitiesSells Insurance
Alex is a licensed insurance agent at Beacon Insurance Services, LLC, selling life and/or accident/health insurance products since 2019. This activity requires minimal time.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
20/20 Capital Management, INC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
AXA Advisors, LLC
AXA Advisors, 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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