AN
CFP

Alex Reid Nunes

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Beacon Pointe charges advisory fees to clients in the Wrap Fee Program, ranging from 0.50% to 2.0% of assets under management. These fees are negotiable. The Wrap Fee Program is not offered to new or prospective clients. Beacon Pointe requires Wrap Fee Program clients to maintain a minimum account size of $1 million, but reserves the right to reduce or waive the account minimum requirements at our discretion. Some accounts are under different fee schedules; the maximum fee rate is 2.00%.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information

Office location

12750 High Bluff Drive, Suite 460, San Diego, CA, 92130

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1998
Final Disposition
Other 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
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
20/20 Capital Management, INC
June 2016 - February 2019 · 2 yrs 8 mos
Ameritas Investment CORP
October 2014 - October 2017 · 3 yrs
Ameritas Investment CORP.Broker
October 2014 - February 2019 · 4 yrs 4 mos
AXA Advisors, LLC
January 2012 - October 2014 · 2 yrs 9 mos
AXA Advisors, LLC Broker
October 2011 - October 2014 · 3 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.