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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
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.